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Manager, Juristic Wealth Sales TH at CIMB Thailand

Bangkok, Bangkok, Thailand -

Full Time

Start Date

Immediate

Expiry Date

26 Aug, 26

Salary

0.0

Posted On

28 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Cross-selling, Financial Advice, Relationship Management, Prospecting, Wealth Management, Cash Management, Account Planning, Client Acquisition

Industry

Financial Services

Description

* Responsibilities include: cross-sell of all bank products groups to existing and new customers, sourcing prospects and developing new customer relationships, providing financial advice to customers, selling appropriate bank products and services to those prospects and clients, identifying and successfully capitalizing on cross-sell opportunities and making appropriate referrals. * Corporate with wealth team, cash management as well as cross boarder colleagues to provide the absolute solution based on the customer requirements. * Grows revenue by successfully prospecting for new deposit, payment product including cross-sell cash management services through existing and new to bank customers. * Maintain account pipeline, account plans and calls reports accurately, maintain ongoing contact with customers to ensure targeted level of deposit balance * Perform customer’s visit and be a bank’s representative to support customers.

Responsibilities

Responsible for sourcing new juristic customers and cross-selling bank products to grow revenue. Collaborates with wealth and cash management teams to provide comprehensive financial solutions based on client requirements.