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Team Lead, Private Wealth Sales

Company

CIMB

Location

kuala lumpur, kuala lumpur

Type

Full-time

  • Develop, innovate, execute and communicate sales plans and activities.
  • Acquire new leads (e.g. by attending corporate talks, by networking with agents, lawyers and developers).
  • Assign sales leads and referrals (if any) to the sales team and ensure prompt action is taken.
  • Review sales target for Private Wealth team with Head of Private Wealth Sales.
  • Allocate and communicate targets to Private Wealth team.
  • Motivate and coach Private Wealth team.
  • Monitor the team’s performance and explore opportunities to improve performance.
  • Ensure the Private Wealth team is aware of the latest product information and sales techniques.
  • Manage Private Wealth team’s operational activities.
  • Develop and implement strategies to improve customer experience as well as service quality.
  • Build and maintain long term and profitable relationship with key Private Wealth customers, including major depositors and valued cu...

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