Preferred Relationship Manager, Damai Plaza Branch MY

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
. 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 programs / 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.
People
Management
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 maximizing 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
. To undertake special assignments ad-hoc functions as when required.
Compliance
. 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
. 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 Strong telemarketing skills. Sales, Networking, Marketing, Investment, Telemarketing, Compliance, Banking, Customer Service