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Senior Relationship Manager
1 month ago
Job Purpose
Actively retain & nurture existing Preferred base while attract new to bank customer by promoting bank’s products and services
Key Responsibilities
Sales Planing & Execution
- Maintain a high standard of customer service for Preferred segment
- Promote bank’s product and services to customers (Including prospective customers)
- Promote bank’s other products and services that management may deem relevant to distribute to Preferred customers via sale referrals.
- Actively acquire new-to-bank (NTB) and Preferred (NTP) customers
- Lead and/or take part in bank’s marketing activities as well as Preferred’s acquisition events
- Strong sales presentation and closing skills on bank products and services.
◦ Comprehensive understanding of product features and benefits.
◦ Knowledge of products and services offered by competitors in priority banking
◦ Through familiarity and comply with Commercial processes Customer Relationship
- Build and deepen relationships with existing Preferred customers to achieve growth in share of wallet and revenues
- Establish and maintain relationship with upper mass Affluent customers and respond to queries and complaints in a timely manner
- Advisory-base 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 maximizing customers experiences
◦ Maintaining a conductive and professional working relationship within the sales team.
- To participate in the continuous Professional development Program Compliance
- To comply strictly to CIMB Bank’s policies and procedures including credit control procedure, audit compliance and BNW guidelines.
- To comply with Code of Sales Ethics and Governance
Qualifications:
3+ years of proven and progressive financial services and/or retail sales experience or equivalent - Relationship management experience with high net worth clients
Good networking, proactive with strong sales drive, results oriented.
- Excellent interpersonal and communication skills
- Strong telemarketing skills
- Team Player with initiative and assertiveness
- Self-starter, proactive sales drive in sales management
- Ability to communicate well in English - Computer skills e.g. microsoft Office & etc
Pay: From 35,000,000₫ per month