**KEY RESPONSIBILITIES**- **Sales Planning & Execution**- To service Preferred customers base above RM 250,000- To actively acquire New-to-Bank (NTB) and New-to-Preferred (NTP) customers.- To promote Bank's other products and services that management may deem relevant to distribute to Preferred customers via sales referrals.- To provide fast and convenient off-site banking services to NTB and NTP customers on:- New CASA & FD accounts opening- Handle all non-cash transaction- To complement branch on acquisition numbers.- To run Preferred activities to increase membership and deposit sales.- To be involved in Preferred customer acquisition programmes / events.- To lead and/or take part in all marketing activities.- To deliver sales pitch / presentations, with strong closing skills on Bank's products and services:- Comprehensive understanding of product features and benefits.- Knowledge of products and services offered by competitors in priority banking- Thorough familiarity and comply with Compliance processTo complement branch on acquisition numbers- **Customer Relationship**- To establish and maintain relationship with Upper Mass Affluent customers and respond to queries and complaints in a timely manner.- To be able to deal with and manage High Net Worth individuals and sign them up as CIMB Preferred customers.- To provide advisory-based 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 maximising customer experiences.- Maintaining a conducive and professional working relationship within the sales team.- To project professional business image at all times through high standards of housekeeping and personal grooming.- To participate in Continuous Professional Development Program**Others**- To undertake special assignments ad-hoc functions as when required.**Compliance**- To comply strictly to CIMB Bank's policies and procedures, including credit control procedures, audit compliance and BNM guidelines.- To comply with Code of Sales Ethics and Governance.- To respond to compliance enquires from Vertical line (BM, RD, Head of DC) and Horizontal line (Segment Manager and Sales Segment Support Lead)
