Preferred Relationship Manager, Taiping Branch MY

JOB TITLE: PREFERRED RELATIONSHIP MANAGER (PRM)

Grade: U8.S - U6.S

Location: Retail & Preferred Branch

Reports to: PBM

Other Reporting Relationship:

Subordinates: ─

Job Purpose: Actively retain & nurture existing Preferred base & promoting Bank's investment & deposit products and services by applying 'Farmer' concept

Key Products:

• Asset Under Management (AUM)

• Deposits

KEY RESPONSIBILITIES

• 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)

Qualification

Degree / Diploma / CFP / Other Equivalent

Note: The qualification indicated are the ideal requirements for the position. Exceptions may apply to internally promoted staff based on performance.

Experience

• 1-2 years banking / sales and marketing experience

• Fresh graduates can be considered

Skill / Competencies

To be updated based on Competency Model

• Good networking, proactive with strong sales drive, result oriented

• Ability to coommunicate well in English, Mandarin & Bahasa Malaysia

• 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.