Preferred Relationship Manager, Port Dickson Branch MY

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

Job Purpose

Actively retain & nurture existing Preferred base & promoting Bank's investment & deposit products and services by applying 'Farmer' concept

Key Products

Asset Under Management (AUM)
Deposits

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 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.

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 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

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 position. Exceptions may apply to internally promoted staff based on performance.

Degree / Diploma / CFP/ Other Equivalent

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 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.

Sales, Sales Management, Networking, Communication, Telemarketing, Marketing