Position: Senior Executive

Job type: Full-Time

Salary: View Detail

Experience: 2 years

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Job content

Key Responsibilities
Sales 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 process
Customer 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 Program
  • 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)
  • To undertake special assignments ad-hoc functions as when required.
Job Requirements:
  • Possess a recognised Bachelor’s Degree / Diploma / CFP / other equivalent
  • Minimum 2-3 years of working experience in a branch sales environment
  • Possess the compulsory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.
  • Matured thinking with ability to deal with High Net Worth customers
  • Computer literate e.g. Microsoft Office & etc.
  • Team Player, self-starter and proactive
  • Ability to deliver high quality customer service and able to communicate with all levels of customers
  • Mobile throughout the region for Preferred customers acquisition activities
Kindly be informed that only shortlisted candidates will be notified.
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Deadline: 20-06-2023

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