Preferred Relationship Manager, Jalan Dato Bandar Tunggal Branch My

Malaysia, Malaysia

Job Description


: JOB DESCRIPTION
JOB TITLE PREFERRED RELATIONSHIP MANAGER (PRM)
Grade U7.S
Location Retail & Preferred Branch
Reports to Branch Manager
Other Reporting Relationship Dotted line to Preferred Segment Manager
Subordinates \xe2\x94\x80
Job Purpose Actively retain & nurture existing Preferred base & promoting Bank\'s investment & deposit products and services by applying \'Farmer\' concept
Key Products \xe2\x80\xa2 Asset Under Management (AUM)

  • Deposits
KEY RESPONSIBILITIES
Sales Planning & Execution \xe2\x80\xa2 To service Preferred customers base above RM 250,000
  • To promote the Bank\'s investment & deposit products and services by applying \' Farmer \' concept.
  • To actively acquire New-to-Bank (NTB) and New-to-Preferred (NTP) customers.
  • To promote Bank\'s other products and services that management may deem relevant to distribute to Preferred customers via sales referrals.
  • To provide fast and convenient off-site banking services to NTB and NTP customers on :
- New CASA & FD accounts opening
- Handle all non-cash transactions
  • To complement branch on acquisition numbers.
  • To run Preferred activities to increase membership and deposit sales.
  • To be involved in Preferred customer acquisition programmes / events.
  • To lead and/or take part in all marketing activities.
  • To deliver sales pitch / presentations, with strong closing skills on Bank\'s products and services:
- Comprehensive understanding of product features and benefits.
- Knowledge of products and services offered by competitors in priority banking
- Thorough familiarity and comply with Compliance process
Customer Relationship \xe2\x80\xa2 To actively retain & nurture existing Preferred base & by applying \'Farmer \' concept.
  • To establish and maintain relationship with Upper Mass Affluent customers and respond to queries and complaints in a timely manner.
  • To be able to deal with and manage High Net Worth individuals and sign them up as CIMB Preferred customers.
  • To provide advisory-based sales to NTB and NTP customers.
People Management \xe2\x80\xa2 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 professional business image at all times through high standards of housekeeping and personal grooming.
  • To participate in Continuous Professional Development Program
Others \xe2\x80\xa2 To undertake special assignments ad-hoc functions as when required.
Compliance \xe2\x80\xa2 To comply strictly to CIMB Bank\'s policies and procedures, including credit control procedures, audit compliance and BNM guidelines.
  • To comply with Code of Sales Ethics and Governance.
  • 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 position. Exceptions may apply to internally promoted staff based on performance. Degree / Diploma / CFP/ Other Equivalent
Experience \xe2\x80\xa2 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 \xe2\x80\xa2 Good networking, proactive with strong sales drive, result oriented
  • Ability to coommunicate 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
  • Strong telemarketing skills.

CIMB

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Job Detail

  • Job Id
    JD999868
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Malaysia, Malaysia
  • Education
    Not mentioned