CIMB Bank Việt Nam ★ 2.6

Job Purpose

Acquiring & nurturing Preferred Customer Portfolio based on bank’s products including deposit, secured lending & investment (if any)

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