Preferred Relationship Manager, 138 Jalan Burhanuddin Helmi Ttdi Branch My

Malaysia, Malaysia

Job Description


:Key Responsibilities:

  • Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment.
  • Manage customer relationships to increase share of wallet under the "Farmer" concept.
  • Provide financial planning advice to customers - focusing on Wealth Management Products.
  • Take initiative and run activities to source leads.
  • Keep abreast of customers\' need and market trends and competitors\' programme offers and activities for targeted customers regularly.
  • Liaise with customers and convert leads to sales.
Job Requirements:
  • Degree / Diploma holders in any discipline.
  • Minimum 2 - 3 years of working experience in a branch sales environment.
  • Possess the compulsory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.
  • Result oriented, passionate with marketing and willing to adopt to new things.
  • Ability to work independently with minimum supervision.
  • Ability to deliver high quality customer service to external and internal customers.
  • Possess good interpersonal skills and able to actively interact with all levels of customers.
Kindly be informed that only shortlisted candidates will be notified.

CIMB

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Job Detail

  • Job Id
    JD1048930
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Malaysia, Malaysia
  • Education
    Not mentioned