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The Role
Lead a team of Client Financial Relationship Managers to drive sales of financial products, ensuring operational efficiency and high-quality customer service.
Summary Generated by Built In
Job Responsibilities
- Develop business plan and sales strategy to drive the acquisition and growth of key products i.e Preferred deposits and cross selling products such as bancassurance, wealth management products and credit cards;
- To lead Client Financial Relationship Manager (CFRM) in providing support, guidance and coaching to achieve the bank and division’s aspiration, sales target and objectives;
- Strategizing and driving the team to achieve the sales targets and in line with the business focus;
- Developing a team of highly performing CFRM who are equipped with the right skill set, competencies and attitude;
- Recruiting and training new CFRM to enrich the local and regional talent pipeline and succession plan;
- Shaping a sales culture where customer experience, integrity and professionalism are strongly embraced;
- Leading the team to achieve periodic financial results to a level as stipulated by the management;
- People and Operational administrative issues and sales performance management;
- Responsible for ensuring collaboration and alignment among all direct reports so that:
- Operations run smoothly and efficiently: Tasks are well-organized, resources are used wisely, and there’s minimal duplication or conflict;
- Customer delivery is optimized: The team provides timely, high-quality service and solutions that meet or exceed customer expectations.
Skills Required
- Experience in financial business management
- Proven track record in sales strategy development
- Ability to lead and train a financial team
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The Company
What We Do
CIMB Group is a leading ASEAN universal bank, one of the largest Asian investment banks and one of the world's largest Islamic banks. We are headquartered in Kuala Lumpur, Malaysia and offer consumer banking, commercial banking, wholesale banking, Islamic banking, and asset management products and services. As the fifth largest banking group in ASEAN, we have over 36,000 staff in 16 locations across ASEAN, Asia and beyond. CIMB Bank and CIMB Islamic Bank are members of PIDM.
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