Oe310) F:511 Preferred Relationship ManagerCompany: CIMB Bank BerhadLocation: LimaType: Permanent, Full-timeJob Title: Private Wealth / Preferred / Associate Relationship ManagerCorporate Title: Manager: Assistant Vice PresidentJob Grade: U6.S: U5.SJob Purpose:To acquire New to Bank (NTB) and New to Preferred (NTP) customers.To promote the bank's other products and services deemed 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 and FD accounts opening.To handle all non-cash transactions.To complement the 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 pitches/presentations with strong closing skills on the bank's products and services.To possess a comprehensive understanding of product features and benefits.To have knowledge of products and services offered by competitors in priority banking-based sales to NTB and NTP customers.People Management:To encourage and promote teamwork within the branch sales team by providing assistance (e.g., training, knowledge sharing, covering of duties) to sales team members where necessary.To identify and share new ideas and approaches for increasing sales and maximizing customer experiences.To maintain a conducive and professional working relationship within the sales team.To project a professional business image at all times through high standards of housekeeping and personal grooming.To participate in Continuous Professional Development Program.Compliance:To comply strictly with CIMB Bank's policies and procedures, including credit control procedures, audit compliance, and BNM guidelines.To comply with the Code of Sales Ethics and Governance.To respond to compliance inquiries from the Vertical line (BM, RD, Head of DC) and Horizontal line (Segment Manager and Sales Segment Support Lead).Others:To undertake special assignments and ad-hoc functions as required.Job Specification:Qualifications (Basic Degree/Diploma etc): *Note: Competencies/Skills (Essential to be specified)
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