Job Description

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• To actively identify and pursue sales opportunity by :

- Generating new leads through asking for referrals, networking with lawyers, real estate agents, data mining existing depositors for additional opportunities etc.
- Following up on leads promptly
- Executing requisite number of con calls.
- Participating in sales activities / customer acquisition activities organised by Branch or HQ

• To manage sales pipelines by:

- Participating in sales management routines where sales activities and results will be reviewed with BM

• To maintain accurate and updated information by:

- Keeping abreast with updated product information and market changes (e.g. revised interest rate of CIMB products and competitors, equity, interest rate markets)
- Maintaining accurate and updated information on customers.
- Maintaining accurate and updated information on leads and pipeline reporting.

• To actively market and sell CIMB's consumer products to all customers by :

- Understading assessing customer's requirements and recommending appropriate consumer products. (using the relevant performance support tools : e.g. Tactical Sales Tool, CPMS)
-Actively cross - selling to CIMB's customers.

• To execute sales based on customer request on timing
• Referring new non-consumer lending opportunities to the appropriate units (e.g. SME desk, Business Banking)
• To work with the branch sales team to execute marketing and sales plan communicated by the Branch Manager such as atteding launch sites (e.g. produt roadshows) when reqiured.
• To ensure turnaround time for credit, wealth and bancassurance applications and fullfillment processes in system (straight Through and Forms) are within service levels agreed upon. Escalate to Branch Manager when necessary
• To ensure completeness and accuracy of documentation or data entry upon submission or after sales services to Fulfillment Operations.
• To comply with process and procedures for sales execution, appeals, discounts, redemption etc.

• To build and maintain long-term and profitable relationships by:

- Providing quality customer service that upholds customer waiting time.
- Obtaining customer's feedback on sales - related matters and inform Branch Manager, where appropriate.
- Resolving customer's problems and complaints on sales - related matters and escalate unresolved complaints to Branch Managers on exception basis

• To encourage and promote teamwork within branch sales team by :

- Providing assistance (e.g. training, knowledge sharing, covering of duties ) to sales team members where necessary
- Identifying and sharing new ideas and approaches for increasing sales and maximising customer experiences
- Maintaining a conducive and professional working relationship within the sales team.

• To project a professional business image at all times through high standards of housekeeping and personal grooming
• To participate in the Continuous Professional Development Program