Expand and explore new Preferred Banking customers, grow sales product AUM, CUM, Bancassurance, and new customer acquisition.
Requirements
- Expand and explore new Preferred Banking customers
- Responsible for the sales target of Preferred Banking
- Grow CIMB Preferred Banking sales product AUM, CUM, Bancassurance, new customer acquisition and products under distribution
- Advice individual customer for the suitable investment product
- Build and deepen relationships with existing and new customers and update on clients' investment report
- Provide professional customer service to achieve a high level of customer satisfaction and retention