Job Description

: Sales Planning & Execution 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 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.

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