Staff Get Staff - Business Wealth Manager, SME MY · CIMB

Staff Get Staff - Business Wealth Manager, SME MY

CIMB

Kuala Lumpur, WP Kuala Lumpur · Posted 6 days ago

Salary not disclosed

Type
Full time
Openings
1 position
Deadline

About the role

We are on the lookout for Business Wealth Managers with placements available nationwide.

The role is responsible to - increase Commercial & SME deposit growth and customer acquisition of high value New-to-bank (NTB) - Increase penetration of cash management solutions on Commercial & SME business segment through cross sell activities ultimately capturing of main operating account.

  • Meet targets by soliciting new-to-bank and aggressive cross selling to existing customer base with focus on cross selling, increasing existing customers profitability via deposits growth.

  • To build and maintain profitable business relationships with business customers by increasing penetration of cash management solutions.

  • To use multiple prospecting methods to generate leads, set up sales meetings and pitch appropriate cash management solutions to prospects.

  • Actively seeking referrals from new and existing customers.

  • To actively identify potential sales opportunities and manage sales pipeline by working closely with Branch Manager and on ground team.

  • Ensure timely reporting on productivity & performance to Cash Solution Managers.

  • Participate in process improvement initiatives.

  • Mentor junior team members, where required.

  • To undertake any other related tasks as determined by the management of the Bank from time to time.

Skills

Cash managementCross-sellingBusiness DevelopmentSales pipeline managementLead generation

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Staff Get Staff - Business Wealth Manager, SME MY

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