Description
Key Responsibilities
Sales Planning & Execution
Prioritizing on Preferred Customer Acquisition (Preferred Customer is defined as Customer holding relationship balance with the bank at least 1B VND/50k USD or FCY equivalent)
Promoting bank's products including deposit, secured lending (Mortgage/Car loan excepted) & investment (if any)
Promoting bank's other products and services that management may deem relevant to distribute to PREFERRED customers via sale referrals.
Promoting Digital journey & experience to customers
Active involvement in Preferred customers acquisition programs/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
Customer Relationship
Actively retain and nurture existing Preferred base by applying "Farmer" concept.
Establish and maintain relationship with upper mass Affluent customers and respond to queries and complaints in a timely manner.
Able to deal with and manage HNW individuals and sign them up as CIMB Preferred 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/Branch team.
To protect a professional business image at all times through high standards of house-keeping and personal grooming.
To participate in the continuous Professional development Program
Compliance
· Comply strictly to CIMB Bank's policies and procedures
· Comply with Code of Sales Ethics and Governance.
Job Specification
Degree / Diploma/ CFP/ Other equivalent
2+ 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.
Ability to communicate well in English
Matured thinking with ability to deal with High Net Worth customers, acquire membership
Team Player
Self-starter, proactive sales drive in sales management
Mobile throughout the region for Preferred customers acquisition activities.
Strong
telemarketing skills
Computer skills e.g. microsoft Office & etc