Relationship Manager, Consumer Banking

Job Purpose *
Actively acquire New to Preferred customers and X-sell banking products

Key Responsibilities *

Sales Planing & Execution

• Actively acquire new-to-bank (NTB) and preferred (NTP) customers.
• Promoting bank’s other products and services that management may deem relevant to distribute to PREFERRED customers via sale referrals.
• Run preferred activities to increase membership and deposit sales.
• Active involvement in Preferred customers acquisition programmes/ events
• Lead and/or take part in every marketing activities
• Strong sales presentation and closing skills on bank products and services.
◦ Comprehensive understanding of product features and benefits.
◦ Knowledge of products and services offered by competitors in priority banking
◦ Through familiarity and comply with Commercial processes

Customer Relationship

• Establish and maintain relationship with customers and handle all queries in a timely manner.
• Offer appropriate products for 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 customers experiences
◦ Maintaining a conductive and professional working relationship within the sales team.
• To protect a professional business image at all times
• To participate in the continuous Professional development Program

Compliance
• To comply strictly to CIMB Bank’s policies and procedures including credit control procedure, audit compliance and BNW guidelines.
• To comply with Code of Sales Ethics and Governance.

Required Competencies and Skills *
Competencies/Skills
(Essential to succeed in this job)
• Good networking, proactive with strong sales drive, results oriented.
• Ability to communicate well in English
• Matured thinking with ability to deal with High Net Worth customers, acquire membership
• Computer skills e.g. microsoft Office & etc
• Team Player
• Self starter, proactive sales drive in sales management
• Mobile throughout the region for Preferred customers acquisition activities.
• Strong telemarketing skills

Relevant Work Experience
• 1-3 years banking/ sales and marketing experiences, Banking experience is an advantage
• We are also open for sales profile in various industries such as Car/Real Estate/Insurance/Securities/Hospitality ...

- 13th month salary & Year-end bonus
- Private Medical Insurance for Staff and Direct Dependants
- Nghi phep co luong

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