Preferred Relationship Manager – CIMB Group Holdings Berhad
Role Summary
The Preferred Relationship Manager role focuses on acquiring and managing customer relationships while providing financial planning advice. This position requires strong sales skills and the ability to understand customer needs to drive business growth.
Job Description
As a Preferred Relationship Manager, you will acquire and manage customer relationships by providing financial planning advice in a sales-oriented environment. Your role involves managing customer relationships to increase share of wallet, providing advice on Wealth Management Products, sourcing leads, and staying updated on market trends to effectively convert leads into sales.
Job Requirements
Degree / Diploma in any discipline.
2 – 3 years of experience in a branch sales environment.
Possess the mandatory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.
Result oriented, passionate about marketing and open to new challenges.
Self-motivated with the ability to work independently.
Customer-focused, delivering excellent service to internal and external clients.
Strong interpersonal skill and business acumen.
Quick Info
Company
CIMB Group Holdings Berhad
Location
Perak
Salary
Undisclosed
Skills Required
5 skills
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Required Skills
Financial Planning
Sales
Customer Relationship Management
Marketing
Interpersonal Skills
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