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Business Wealth Manager, Business Wealth - Penang MY at CIMB Group Malaysia
, , Malaysia -
Full Time

Start Date

Immediate

Expiry Date

21 Mar, 26

Salary

0.0

Posted On

21 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Acquisition, Cash Management, Sales, Relationship Building, Cross Selling, Lead Generation, Sales Pipeline Management, AML/KYC Risk Assessment, Mentoring, Process Improvement

Industry

Banking

Description
The role is responsible to - increase Commercial & SME deposit growth and customer acquisition of high value New-to-bank (NTB) - Increase penetration of cash management solutions on Commercial & SME business segment through cross sell activities ultimately capturing of main operating account. Meet targets by soliciting new-to-bank and aggressive cross selling to existing customer base with focus on cross selling, increasing existing customers profitability via deposits growth. To build and maintain profitable business relationships with business customers by increasing penetration of cash management solutions. To use multiple prospecting methods to generate leads, set up sales meetings and pitch appropriate cash management solutions to prospects. Actively seeking referrals from new and existing customers. To actively identify potential sales opportunities and manage sales pipeline by working closely with various departments. Ensure timely reporting on productivity & performance to Business Wealth Team Managers. Participate in process improvement initiatives. Mentor junior team members, where required. To undertake any other related tasks as determined by the management of the Bank from time to time. Ensure and maintain a high standard of AML/KYC risk assessments of customers’ profile.
Responsibilities
The role focuses on increasing deposit growth and customer acquisition for Commercial and SME segments. It involves building profitable relationships and cross-selling cash management solutions.