Job Description :JOB DESCRIPTION JOB TITLEPREFERRED RELATIONSHIP MANAGER (PRM)Grade Location Retail & Preferred BranchReports to Branch Manager Other Reporting RelationshipDotted line to Preferred Segment ManagerSubordinatesJob Purpose Actively retain & nurture existing Preferred base & promoting Bank's investment & deposit products and services by applying 'Farmer' conceptKey Products Asset Under Management (AUM) DepositsKEY RESPONSIBILITIESSales Planning & Execution 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 processCustomer Relationship 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 ProgramOthers 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)Key Performance IndicatorsQualification . Note: The qualification indicated are the ideal requirements for the position. Exceptions may apply to internally promoted staff based on performance.Degree / Diploma / CFP/ Other EquivalentExperience 1-2 years banking / sales and marketing experience Fresh graduates can be consideredEducation & Training (or equivalent)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.
