Vice President, Preferred Banking (Acquisition, Segmentation & CX)

Role

Vice President, Preferred Banking (Acquisition, Segmentation & CX) – CIMB WP, Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Responsibilities

• Own and execute opportunities to acquire new Preferred customers - from ideation, obtaining approvals from senior management, overseeing the creation of marketing materials and launching the campaign / initiative, to coordinating with other teams for tracking results and conducting post-campaign analysis.
• Lead end-to-end execution of identified opportunities, including aligning with all stakeholders on the strategy, operationalizing it and performing post-implementation analysis to ensure the strategy is on the right track.
• Monitor market and competitor developments to ensure CIMB remains competitive in terms of the customer onboarding journey, making it easier for new customers to join CIMB.
• Provide support to multiple sales channels in acquiring new Preferred customers (e.g., through events, briefings and knowledge-sharing sessions).
• Align with respective sales channels to ensure effective customer acquisition and continuous engagement throughout the customer lifecycle.
• Provide support to multiple sales channels in customer management (e.g., event support, briefings, knowledge sharing and event triggers).
• Enhance existing processes for Preferred customers to ensure quicker turnaround times (TAT) in product applications.
• Collaborate with Marketing Team to develop impactful communications and touchpoints to reach targeted customers.
• Increase product penetration among new Preferred customers within the first 90 days of onboarding.
• Work closely with the Data Management Team on in-depth customer segmentation and behavioral analysis to craft compelling offers that drive product uptake.
• Ensure adherence to regulatory requirements and compliance policies and procedures.
• Ensure all campaigns and programs comply with Preferred SOPs and CIMB standards.

Qualifications

Seniority level

Employment type

Job function

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