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)
