Preferred Relationship Manager, CASA Klang Branch MY at CIMB Group Malaysia

Shah Alam, Selangor, Malaysia -

Full Time

Start Date

Immediate

Expiry Date

21 Aug, 26

Salary

0.0

Posted On

23 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Sales Planning, Investment Products, Deposit Products, Customer Acquisition, Portfolio Management, Financial Advisory, Compliance, Closing Skills, People Management, Customer Retention, High Net Worth Management

Industry

Banking

Description

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 transaction * 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 * To complement branch on acquisition numbers * 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)Stay tuned for more details on this role! In the meantime, explore other exciting Navigating My Career (NMC) features, including career paths, skill requirements and assessments, learning opportunities and many more

Responsibilities

Manage and nurture a portfolio of Preferred customers with assets above RM 250,000 through the 'Farmer' concept. Drive growth by acquiring new-to-bank customers and promoting investment and deposit products.