Preferred Business Manager, RD 3 MY

Sales Planning and Management

• To develop, innovate and communicate sales plans and activities in line with regional and branch sales plans.
• Communicating, executing and monitoring strategies formulated by Preferred Segment to ensure optimal results
• To identify sales opportunities, formulate, manage and execute sales plans and campaigns while ensuring successfulness.
• To acquire new leads (e.g. through corporate talks, networking with agents, lawyers, developers)
• To assign sales leads and referrals (if any) to sales team and ensure prompt attendance and follow up is taken.
• To effectively manage the target setting and cascading processes by:

Reviewing sales target for branch sales team jointly with Regional Director

Allocating and communicating targets to branch sales team.

• To Manage sales team to deliver optimal performance by:

Performing all institutionalized briefing and sales management routine according to the required frequency.

Motivating, coaching and counselling sales team.

Mentoring team's performance and exploring opportunities to improve performance levels.

Ensuring sales team is updated on latest product information and sales effectiveness techniques (i.e. engage Segment Support to conduct Sales Clinics)

• To manage day-to-day sales team operational and physical activities.
• To resolve operational and administrative issues and escalate all critical or unresolved issues to Regional Director.

Customer Relationship

• To develop and implement strategies to improve customers experience as well as Service Quality
• To build and maintain long term and profitable relationship with key customers, including major depositors and valued customers.
• To resolve customer issues and escalate all critical or unresolved=d issues to the RD.
• To actively obtain feedback from customers and sales team on area of improvement (e.g. product, process, pricing, competitor information) and channel feedback to RD

Compliance

• To ensure sales team adhere strictly to CIMB policies and procedures, including credit control procedures, audit compliance and BNM guidelines
• Ensuring understanding and drives executions on all sales processes and procedures to adhere to the bank's compliance& regulations requirements at all time.
• Assist and accommodate on the implementation of new process and guidelines by internal/external department or regulator

People Management

• Engage in joint appointments with Relationship managers in order to identify development opportunities as well as providing the on-the-job trainings.
• Keeping abreast with updated product information and market changes. Self driver and constantly self improves.
• To actively recruit and train Relationship Managers in order to contribute in acquiring business expansion. Plan and implement sales staff retention and development strategies.
• To conduct formal performance appraisal and perform career planning for sales team members (e.g. recommendation for promotion, training needs and internal transfer).
• To manage sales team to deliver optimal performance by coaching, motivating and exploring opportunities to improve performance level.
• To provide leadership and guidance to all branch staff to ensure effective coordination and drive cross selling activities.
• Working hand in hand with Regional Director, branch managers to facilitate the sharing of best practices, monitoring and supporting the development optimization of business and financial performance of the sales team in region.

Communication & Networking

• Works collaboratively with vertical and product owners to align sales activities, training, workshop and seminars towards achieving Preferred goals.
• Proactively fostering good working relationships with people a=of all levels. Uses appropriate influence strategies to gain
• Coordinate and participate in all CIMB Preferred related events.

Others

To undertake special assignment/ad-hoc function as and when required.