Job Description

: JOB DESCRIPTION
JOB TITLE PREFERRED RELATIONSHIP MANAGER (PRM)
Grade U.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