Sign up with

Already have an account? Log in here

Need some help?
Talk to us at +91 7670800001

Relationship Manager, Bangkok 3/1 TH at CIMB Thailand

Bangkok, Bangkok, Thailand -

Full Time

Start Date

Immediate

Expiry Date

21 Jul, 26

Salary

0.0

Posted On

22 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Relationship Management, Investment Advisory, Customer Service, Portfolio Management, Bancassurance, Mutual Funds, Structured Products, Debentures, Customer Acquisition, Financial Planning, Risk Assessment, Client Retention

Industry

Financial Services

Description

1. Expand and explore new Preferred Banking customers. 2. Responsible for the sales target of Preferred Banking. 3. Grow CIMB Preferred Banking sales product AUM, CUM, Bancassurance, new customer acquisition and products under distribution. 4. Advice individual customer for the suitable investment product to ensure the portfolio performs as target by incorporates his/her target and risk in the plan. 5. Build and deepen relationships with existing and new customers and update on clients' investment report. 6. Provide professional customer service to achieve a high level of customer satisfaction and retention. With operations that span 15 different markets across the region, the opportunity to expand your experience, test your capabilities, and exhibit your resilience is ample. #teamCIMB is always keen to welcome the ones who are ready to make that very special difference – for themselves and the bank.

Responsibilities

The Relationship Manager is responsible for expanding the Preferred Banking customer base and achieving sales targets for various investment products. They provide professional financial advice to individual customers to ensure portfolios align with their risk profiles and financial goals.