Y-Axis Jobs Logo
Send us feedback
telephone  +91 7670 800 001
Log in Sign up Try Premium
Preferred Relationship Manager, Prima Tanjung Penang Branch MY at CIMB Group Malaysia
George Town, Penang, Malaysia -
Full Time

Start Date

Immediate

Expiry Date

09 Sep, 26

Salary

0.0

Posted On

11 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Planning, Wealth Management, Relationship Management, Sales, Lead Generation, Customer Service, Interpersonal Skills, Market Analysis

Industry

Banking

Description
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 Job Description Key Responsibilities: * Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment. * Manage customer relationships to increase share of wallet under the "Farmer" concept. * Provide financial planning advice to customers - focusing on Wealth Management Products. * Take initiative and run activities to source leads. * Keep abreast of customers' need and market trends and competitors' programme offers and activities for targeted customers regularly. * Liaise with customers and convert leads to sales.  Job Requirements: * Degree / Diploma holders in any discipline. * Minimum 2 – 3 years of working experience in a branch sales environment. * Possess the compulsory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc. * Result oriented, passionate with marketing and willing to adopt to new things. * Ability to work independently with minimum supervision. * Ability to deliver high quality customer service to external and internal customers. * Possess good interpersonal skills and able to actively interact with all levels of customers.
Responsibilities
Acquire and manage customer relationships by providing financial planning advice and focusing on wealth management products. Proactively source leads and monitor market trends to increase the share of wallet for the branch.