Junior Relationship Manager, Jalan Sagunting Kota Kinabalu Branch MY

Organisation Structure

Job Title (on name card) *
Jr Relationship Management

Corporate Title *
Executive
Job Grade *
U8.S

Company *
CIMB Bank Berhad

Division *
Consumer Banking

Department *
Consumer Sales & Distribution

Section *
Not Applicable

Unit *
Respective Branches

Job location
Branch

Job Title of Direct Superior*
Preferred Business Manager

Job Title of Matrix Superior(s) *
Indicate if different Company, Division or Department or Country

Job Purpose *

Actively acquire New-to-Bank Preferred clients & nurture existing Preferred base within the RM150k -

Key Responsibilities *

Sales Planning & Execution
1. To service Preferred customers base within RM150k to below RM250k
2. To actively acquire New-to-Bank (NTB) and New-to-Preferred (NTP) customers.
3. To promote Bank’s other products and services that management may deem relevant to be distributed to Preferred customers via sales & referrals.
4. To provide fast and convenient off-site banking services to NTB and NTP customers on:
a) New CASA & FD accounts opening and handling all non-cash transactions
b) To complement branch on running Preferred activities to increase membership, deposit and sales.
c) To be involved in Preferred customer acquisition programmes / events.
d) To lead and/or take part in all marketing activities.
e) To deliver sales pitch / presentations, with strong closing skills on Bank’s products and services
f) Comprehensive understanding of product features and benefits
Customer Relationship
1. To actively retain & nurture existing Preferred base by applying ’Farmer’ concept.
2. To establish and maintain relationship with Upper Mass Affluent customers and respond to queries and complaints in a timely manner.
3. To be able to deal with and manage High Net Worth individuals and sign them up as CIMB Preferred customers.
4. To provide advisory-based sales to NTB, NTP & ETP customers.
People Management
1. To actively retain & nurture existing Preferred base & by applying ’Farmer ’ concept.
2. To establish and maintain relationship with Upper Mass Affluent customers and respond to queries and complaints in a timely manner.
3. To be able to deal with and manage High Net Worth individuals and sign them up as CIMB Preferred customers.
4. To provide advisory-based sales to NTB and NTP customers.
Compliance
1. To comply and familiarise strictly to CIMB Bank’s policies and procedures, including credit control procedures, audit compliance and BNM guidelines as well as Code of Sales Ethics and Governance.
2. To respond to compliance enquiries from Vertical line (BM, RD, Head of DC) and Horizontal line (Segment Manager and Sales Segment Support Lead)
Others
1. To undertake special assignments/ad-hoc functions as when required.
B DESCRIPTION

Job Specification *

Qualifications
(Basic Degree/Diploma etc)

• Note: The qualifications indicated are the ideal requirement for the position. Exceptions may apply to internally promoted staff

Degree / Diploma / CFP/ Other Equivalent

Professional Qualification and/or Regulatory, Licensing requirements
Any additional professional qualifications will be an added advantage.

Relevant Work Experience



Required Competencies and Skills *

Competencies/Skills
(Essential to succeed in this job)
1. Good networking, proactive with strong sales drive, result oriented
2. Ability to communicate well in English, Mandarin & Bahasa Malaysia
3. Matured thinking with ability to deal with High Net Worth customers
4. Mobile throughout the region for Preferred customers acquisition activities
5. Good interpersonal skills and with great personality
6. Strong telemarketing skills.
7. Relevant computer skills e.g Microsoft Office & etc

Travel Requirements (if any)

Frequency
(Incl typical Destinations and Duration)
On required basis Qualifications


Organisation Structure

Job Title (on name card) *
Jr Relationship Management

Corporate Title *
Executive
Job Grade *
U8.S

Company *
CIMB Bank Berhad

Division *
Consumer Banking

Department *
Consumer Sales & Distribution

Section *
Not Applicable

Unit *
Respective Branches

Job location
Branch

Job Title of Direct Superior*
Preferred Business Manager

Job Title of Matrix Superior(s) *
Indicate if different Company, Division or Department or Country

Job Purpose *

Actively acquire New-to-Bank Preferred clients & nurture existing Preferred base within the RM150k -

Key Responsibilities *

Sales Planning & Execution
1. To service Preferred customers base within RM150k to below RM250k
2. To actively acquire New-to-Bank (NTB) and New-to-Preferred (NTP) customers.
3. To promote Bank’s other products and services that management may deem relevant to be distributed to Preferred customers via sales & referrals.
4. To provide fast and convenient off-site banking services to NTB and NTP customers on:
a) New CASA & FD accounts opening and handling all non-cash transactions
b) To complement branch on running Preferred activities to increase membership, deposit and sales.
c) To be involved in Preferred customer acquisition programmes / events.
d) To lead and/or take part in all marketing activities.
e) To deliver sales pitch / presentations, with strong closing skills on Bank’s products and services
f) Comprehensive understanding of product features and benefits
Customer Relationship
1. To actively retain & nurture existing Preferred base by applying ’Farmer’ concept.
2. To establish and maintain relationship with Upper Mass Affluent customers and respond to queries and complaints in a timely manner.
3. To be able to deal with and manage High Net Worth individuals and sign them up as CIMB Preferred customers.
4. To provide advisory-based sales to NTB, NTP & ETP customers.
People Management
1. To actively retain & nurture existing Preferred base & by applying ’Farmer ’ concept.
2. To establish and maintain relationship with Upper Mass Affluent customers and respond to queries and complaints in a timely manner.
3. To be able to deal with and manage High Net Worth individuals and sign them up as CIMB Preferred customers.
4. To provide advisory-based sales to NTB and NTP customers.
Compliance
1. To comply and familiarise strictly to CIMB Bank’s policies and procedures, including credit control procedures, audit compliance and BNM guidelines as well as Code of Sales Ethics and Governance.
2. To respond to compliance enquiries from Vertical line (BM, RD, Head of DC) and Horizontal line (Segment Manager and Sales Segment Support Lead)
Others
1. To undertake special assignments/ad-hoc functions as when required.
B DESCRIPTION

Job Specification *

Qualifications
(Basic Degree/Diploma etc)

• Note: The qualifications indicated are the ideal requirement for the position. Exceptions may apply to internally promoted staff

Degree / Diploma / CFP/ Other Equivalent

Professional Qualification and/or Regulatory, Licensing requirements
Any additional professional qualifications will be an added advantage.

Relevant Work Experience



Required Competencies and Skills *

Competencies/Skills
(Essential to succeed in this job)
1. Good networking, proactive with strong sales drive, result oriented
2. Ability to communicate well in English, Mandarin & Bahasa Malaysia
3. Matured thinking with ability to deal with High Net Worth customers
4. Mobile throughout the region for Preferred customers acquisition activities
5. Good interpersonal skills and with great personality
6. Strong telemarketing skills.
7. Relevant computer skills e.g Microsoft Office & etc

Travel Requirements (if any)

Frequency
(Incl typical Destinations and Duration)
On required basis