Retail Banking Relationship Manager - Preferred 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..

Job Specification:

◦ 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 ...

- Year end bonus, 13th salary
- Private Medical Insurance for Staff and direct family members (spouse and children)
- Laptop provided

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