Job Category: Consumer Banking
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Key Responsibilities
Acquisition and Partnerships
a. Own and execute opportunities to acquire new Preferred customers - from ideation, obtaining approvals from senior management, overseeing the creation of marketing materials and launching the campaign/initiative, to coordinating with other teams for tracking results and conducting post-campaign analysis.
b. Lead end-to-end execution of identified opportunities, including aligning with all stakeholders on the strategy, operationalizing it and performing post-implementation analysis to ensure the strategy is on the right track.
c. Monitor market and competitor developments to ensure CIMB remains competitive in terms of the customer onboarding journey, making it easier for new customers to join CIMB.
d. Provide support to multiple sales channels in acquiring new Preferred customers (e.g., through events, briefings and knowledge-sharing sessions).
Channel Management
a. Align with respective sales channels to ensure effective customer acquisition and continuous engagement throughout the customer lifecycle.
b. Provide support to multiple sales channels in customer management (e.g., event support, briefings, knowledge sharing and event triggers).
c. Enhance existing processes for Preferred customers to ensure quicker turnaround times (TAT) in product applications.
Client Engagement
a. Collaborate with Marketing Team to develop impactful communications and touchpoints to reach targeted customers.
b. Increase product penetration among new Preferred customers within the first 90 days of onboarding.
c. Work closely with the Data Management Team on in-depth customer segmentation and behavioral analysis to craft compelling offers that drive product uptake.
Compliance and Governance
a. Ensure adherence to regulatory requirements and compliance policies and procedures.
b. Ensure all campaigns and programs comply with Preferred SOPs and CIMB standards.
Key Requirements
a. Minimum 5 years of experience in Affluent, Segment, Channel Management, Product, Marketing or Banking business.
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