To increase EB & CB deposits portfolio (non-borrowing) profitability by cross sell opportunities, incremental deposit growth and customer acquisition of high value New-to-bank (NTB) from an assigned portfolio.
To increase penetration of cash management solutions on EB & CB business segment through aggressive cross sell activities ultimately capturing of main operating account
Effectively manage on cross sell and overall handling the servicing and operations issues arising from customers in the portfolio.
Meet targets by soliciting new-to-bank and aggressive cross selling to existing customer base with focus on deposits growth (Current Account & Foreign Exchange), increasing existing portfolio profitability, customer count (conversion into Main Operating Current Account), and cross selling.
To use multiple prospecting methods to generate leads, set up sales meetings and pitch appropriate cash management solutions to prospects. Actively seeking referrals from new and existing customers.
To actively identify potential sales opportunities and manage sales pipeline, by working closely with Branch Manager and on ground team.
Ensure timely reporting on productivity & performance to Cash Solution Manager.
To build and maintain profitable business relationships with business customers by increasing penetration of cash management solutions and focus products.
Engage in other duties that may be assigned by superior from time to time.
Ensure adherence to CIMB's policies, procedure, compliance guidelines, statutory compliance and regulations.
