Job Description

:Preferred Relationship Manager
Short Description - Actively retain & nurture existing Preferred base & promoting Bank's investment & deposit products and services by applying 'Farmer' concept.
KEY RESPONSIBILITIES
Sales Planning & Execution
xefx82xb7 To service Preferred customers base above RM 250,000
xefx82xb7 To promote the Bank's investment & deposit products and services by applying ' Farmer ' concept.
xefx82xb7 To actively acquire New-to-Bank (NTB) and New-to-Preferred (NTP) customers.
xefx82xb7 To promote Bank's other products and services that management may deem relevant to distribute to Preferred customers via sales referrals.
xefx82xb7 To provide fast and convenient off-site banking services to NTB and NTP customers on:
xefx82xb7 New CASA & FD accounts opening
xefx82xb7 Handle all non-cash transactions
xefx82xb7 To complement branch on acquisition numbers.
xefx82xb7 To run Preferred activities to increase membership and deposit sales.
xefx82xb7 To be involved in Preferred customer acquisition programs / events.
xefx82xb7 To lead and/or take part in all marketing activities.
xefx82xb7 To deliver sales pitch / presentations, with strong closing skills on Bank's products and services:
xefx82xb7 Comprehensive understanding of product features and benefits. - Knowledge of products and services offered by competitors in priority banking
xefx82xb7 Thorough familiarity and comply with Compliance process
Customer
Relationship
xefx82xb7 To actively retain & nurture existing Preferred base & by applying 'Farmer ' concept.
xefx82xb7 To establish and maintain relationship with Upper Mass Affluent customers and respond to queries and complaints in a timely manner.
xefx82xb7 To be able to deal with and manage High Net Worth individuals and sign them up as CIMB Preferred customers.
xefx82xb7 To provide advisory-based sales to NTB and NTP customers.
People
Management
To encourage and promote teamwork within branch sales team by:
xefx82xb7 Providing assistance (e.g. training, knowledge sharing, covering of duties) to sales team members where necessary
xefx82xb7 Identifying and sharing new ideas and approaches for increasing sales and maximizing customer experiences.
xefx82xb7 Maintaining a conducive and professional working relationship within the sales team.
xefx82xb7 To project professional business image at all times through high standards of housekeeping and personal grooming.
xefx82xb7 To participate in Continuous Professional Development Program
Others
xefx82xb7 To undertake special assignments ad-hoc functions as when required.
Compliance
xefx82xb7 To comply strictly to CIMB Bank's policies and procedures, including credit control procedures, audit compliance and BNM guidelines.
xefx82xb7 To comply with Code of Sales Ethics and Governance.
xefx82xb7 To respond to compliance enquires from Vertical line (BM, RD, Head of DC) and Horizontal line (Segment Manager and Sales Segment Support Lead)
Key Performance Indicators
Qualification * Note: The qualification indicated are the ideal requirements for the
xefx82xb7 Degree / Diploma / CFP/ Other Equivalent
position. Exceptions may apply to internally promoted staff based on performance.
Experience
1-2 years banking / sales and marketing experience
Fresh graduates can be considered
Education & Training (or equivalent)
Skill /
Competencies * To be updated based on
Competency Model
Good networking, proactive with strong sales drive, result oriented
Ability to communicate well in English, Mandarin & Bahasa Malaysia
Matured thinking with ability to deal with High Net Worth customers, acquire membership.
Computer skills e.g. Microsoft Office & etc

• Team Player
• Self-starter, proactive sales drive in sales management
• Mobile throughout the region for Preferred customers acquisition activities

CIMB