Business Wealth Manager (Commercial - Klang Valley)

CIMB Federal Territory of Kuala Lumpur, Malaysia

6 days ago Be among the first 25 applicants

Talent Acquisition, CIMB Group Commercial & Transaction Banking

The role is responsible to increase Commercial & Business Banking deposit growth and customer acquisition of high value New-to-bank (NTB). Increase penetration of cash management solutions on Commercial & Business Banking segment through cross‑sell activities ultimately capturing of main operating account.

Responsibilities

• Meet targets by soliciting new-to-bank and aggressive cross‑selling to existing customer base with focus on cross‑selling, increasing existing customers profitability via deposits growth.
• Build and maintain profitable business relationships with business customers by increasing penetration of cash management solutions.
• Use multiple prospecting methods to generate leads, set up sales meetings and pitch appropriate cash management solutions to prospects.
• Actively seek referrals from new and existing customers.
• Identify potential sales opportunities and manage sales pipeline by working closely with Area Commercial Manager, Branch Manager and on‑ground team.
• Ensure timely reporting on productivity & performance to Business Wealth Team Managers.
• Participate in process improvement initiatives.
• Mentor junior team members, where required.
• Undertake any other related tasks as determined by the management of the Bank from time to time.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Industry

Banking

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