Job title: Preferred Business Manager, RD 1 MY
Company: CIMB
Job description: Job Category: SalesJob Description:Lead and manage all Relationship Managers under purview to deliver consistency performance, services and customer experience to achieve optimal profitability and productivity based on the assigned business targets JOB DESCRIPTION
Organisation Structure
JOB TITLE Preferred Business Manager (PBM)
Corporate Title Manager – Vice President
Job Grade U6.S
Company CIMB Bank Berhad
Division Consumer Banking
Department Consumer Sales & Distribution
Unit Respective Regions
Job Location Regional Office
Job Title of Direct Superior Regional Director
Job Purpose
- Lead and manage all Relationship Managers under purview to deliver consistency performance, services and customer Experience to achieve optimal profitability and productivity based on the assigned business targets.
- Deliver coaching to up skill and improve the competency of Relationship Managers on a specific skill-set towards building a sustainable sales force (e.g financial planning, sales activities management, customer engagement, sales quality and compliance based on the internal banking rules as wee as regulations)
KEY RESPONSIBILITIESSales Planning and Management
- To develop, innovate and communicate sales plans and activities in line with regional and branch sales plans.
- Communicating, executing and monitoring strategies formulated by Preferred Segment to ensure optimal results
- To identify sales opportunities, formulate, manage and execute sales plans and campaigns while ensuring successfulness.
- To acquire new leads (e.g. through corporate talks, networking with agents, lawyers, developers)
- To assign sales leads and referrals (if any) to sales team and ensure prompt attendance and follow up is taken.
- To effectively manage the target setting and cascading processes by:
Reviewing sales target for branch sales team jointly with Regional DirectorAllocating and communicating targets to branch sales team.
- To Manage sales team to deliver optimal performance by:
Performing all institutionalized briefing and sales management routine according to the required frequency.Motivating, coaching and counselling sales team.Mentoring team’s performance and exploring opportunities to improve performance levels.Ensuring sales team is updated on latest product information and sales effectiveness techniques (i.e. engage Segment Support to conduct Sales Clinics)
- To manage day-to-day sales team operational and physical activities.
- To resolve operational and administrative issues and escalate all critical or unresolved issues to Regional Director.
Customer Relationship
- To develop and implement strategies to improve customers experience as well as Service Quality
- To build and maintain long term and profitable relationship with key customers, including major depositors and valued customers.
- To resolve customer issues and escalate all critical or unresolved=d issues to the RD.
- To actively obtain feedback from customers and sales team on area of improvement (e.g. product, process, pricing, competitor information) and channel feedback to RD
Compliance
- To ensure sales team adhere strictly to CIMB policies and procedures, including credit control procedures, audit compliance and BNM guidelines
- Ensuring understanding and drives executions on all sales processes and procedures to adhere to the bank’s compliance& regulations requirements at all time.
- Assist and accommodate on the implementation of new process and guidelines by internal/external department or regulator
People Management
- Engage in joint appointments with Relationship managers in order to identify development opportunities as well as providing the on-the-job trainings.
- Keeping abreast with updated product information and market changes. Self driver and constantly self improves.
- To actively recruit and train Relationship Managers in order to contribute in acquiring business expansion. Plan and implement sales staff retention and development strategies.
- To conduct formal performance appraisal and perform career planning for sales team members (e.g. recommendation for promotion, training needs and internal transfer).
- To manage sales team to deliver optimal performance by coaching, motivating and exploring opportunities to improve performance level.
- To provide leadership and guidance to all branch staff to ensure effective coordination and drive cross selling activities.
- Working hand in hand with Regional Director, branch managers to facilitate the sharing of best practices, monitoring and supporting the development optimization of business and financial performance of the sales team in region.
Communication & Networking
- Works collaboratively with vertical and product owners to align sales activities, training, workshop and seminars towards achieving Preferred goals.
- Proactively fostering good working relationships with people a=of all levels. Uses appropriate influence strategies to gain
- Coordinate and participate in all CIMB Preferred related events.
OthersTo undertake special assignment/ad-hoc function as and when required.Job SpecificationQualifications(Basic Degree/Diploma etc)
- Note : The qualification indicated requirements for the position. Exceptions may apply to internally promoted staff based on performance University degree (preferably in Finance related studies, including Accounting, Economics, and Business etc.)
Professionals Qualification and/or Regulatory, Licensing requirements Any additional professional qualifications will be an added advantage.
Relevant Work Experience • Proven track record in sales management preferably financial related industry
- 3 years similar position in consumer banking or other related sales and marketing leadership experience
Required Competencies and Skills *
Skill / Competencies
- Essential to succeed in this job * Possess strong, impactful and influential leadership skills and good business networks
- Results drive with ability to stretch self and inspire others towards striving for high levels of achievement with customers’ needs in mind.
- Possesses strong analytical skill in problem solving with business mindedness
- Sound product knowledge of all consumer products.
- Proven track record in managing people and coaching team
- Takes accountantability and positive thinker
- Good effective communication with strong inter personal skills. Able to collaborate
- Versatile and agile to drive changes and champion initiatives and implementations
- Computer skills e.g. Microsoft Office & etc.
Travel Requirements (if any)
Frequency – required basis (incl typical Destinations and Duration)
Expected salary:
Location: Malaysia
Job date: Sun, 13 Jul 2025 04:43:11 GMT
To help us track our recruitment effort, please indicate in your email/cover letter where (jobsnear.pro) you saw this job posting.Thanks&Good Luck