Preferred Relationship Manager – CIMB Group Holdings Berhad
Role Summary
The Preferred Relationship Manager is responsible for acquiring and managing customer relationships by providing financial planning advice. This role operates in a sales-oriented environment, focusing on increasing customer engagement and sales through effective relationship management.
Job Description
As a Preferred Relationship Manager, you will engage with customers daily, providing tailored financial advice and managing their investment portfolios. You will work in a dynamic environment that emphasizes sales performance and customer satisfaction.
Key Responsibilities:
- Acquire and manage customer relationships to enhance financial planning services.
- Provide expert advice on Wealth Management Products to clients.
- Source leads and convert them into sales opportunities.
- Stay updated on market trends to inform customer interactions.
- Increase share of wallet through effective relationship management.
- Deliver exceptional service to both internal and external clients.
- Collaborate with team members to achieve sales targets.
Job Requirements
Degree / Diploma in any discipline.
2 – 3 years of experience in a branch sales environment.
Possess mandatory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.
Result-oriented and passionate about marketing.
Self-motivated with the ability to work independently.
Strong interpersonal skills and business acumen.
Quick Info
Company
CIMB Group Holdings Berhad
Location
Perak
Salary
Undisclosed
Skills Required
7 skills
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Required Skills
Financial Planning
Wealth Management
Sales Strategy
Customer Relationship Management
Market Analysis
Interpersonal Skills
Self-Motivation
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