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Preferred Relationship Manager (Klang Valley)
Company
CIMB
Location
kuala lumpur, kuala lumpur
Type
Full-time
Responsibilities
Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment.
Manage customer relationships to increase share of wallet under the Farmer concept.
Provide financial planning advice to customers - focusing on Wealth Management Products.
Take initiative and run activities to source leads.
Keep abreast of customers' need and market trends and competitors' programme offers and activities for targeted customers regularly.
Liaise with customers and convert leads to sales.
Job Requirements
Degree / Diploma holders in any discipline.
Minimum 2 – 3 years of working experience in a branch sales environment.
Possess the compulsory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.
Result oriented, passionate with marketing and willing to adopt to new things.
Ability to work independently...
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