Preferred Relationship Manager, Taman Melaka Raya, Melaka Branch MY at CIMB Group Malaysia

, Malacca, 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

Skills

Relationship Management, Investment Products, Deposit Products, Customer Acquisition, Asset Under Management, Sales Pitching, Financial Advisory, Compliance, High Net Worth Management, Portfolio Nurturing, Teamwork, Client Retention

Industry

Banking

Description

Actively retain & nurture existing Preferred base & promoting Bank's investment & deposit products and services by applying 'Farmer' concept • 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 • Asset Under Management (AUM) • Deposits • 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)

Responsibilities

Manage and nurture a portfolio of Preferred customers with assets above RM 250,000 to increase deposits and investment products. Actively acquire new-to-bank and new-to-preferred customers while ensuring strict adherence to banking compliance and ethics.