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CIMB Group Malaysia
Deposit Relationship Manager, Tanjung Branch MY
full-time•George Town

Summary

Location

George Town

Type

full-time

Company links

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About this role

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Job Purpose *
  • Drives growth in assets under management (AUM) and expanding new customer base across the branches by actively engaging with existing Preferred clients and reactivating those with lower AUM. This role focuses on building strong client relationships, promoting deposit products, and implementing strategic initiatives to encourage increased deposits. The Deposit RM will also leverage cross-selling opportunities in wealth management, loans, and bancassurance to provide comprehensive financial solutions, ensuring a high level of client satisfaction and loyalty.
Key Responsibilities  *
  • Identify and engage with unqualified Preferred clients to develop tailored strategies for reactivation and conversion to qualified status.
  • Assist customer in opening account and complete the client onboarding journey.
  • Regularly review and manage the current Preferred client portfolio to ensure all clients receive adequate attention and services. 
  • Implement targeted initiatives to encourage existing clients to increase their deposits, helping them qualify for Preferred status.
  • Organize and participate in events that support new Preferred/deposit acquisition.
  • Actively seek and onboard new clients by promoting deposit products and services tailored to their financial needs. 
  • Ensure effective sales fulfillment by executing strategies that meet client needs and achieve deposit targets, providing a seamless experience from initial contact to account setup.
  • Identify and refer clients to wealth management, loan, and bancassurance products, creating a comprehensive financial service experience.
  • Educate clients on the benefits of increasing their deposits and the features of various deposit products.
  • Build and maintain strong relationships with clients to foster trust and loyalty, ensuring long-term engagement.
  • Attend to assigned leads promptly, ensure they are updated in the 1View/Rubik/Customer Management System, and convert leads into sales.
  • Manage customer relationships, attend to feedback/complaints, and help resolve issues.
  • Escalate feedback/complaints to the relevant department and ensure they are resolved.
  • Stay informed about market trends and competitor offerings to effectively position the bank’s deposit products.
  • Meet or exceed defined sales targets related to deposit growth and client acquisition that contribute to the overall growth of branch.
  • Work closely with other teams (e.g., preferred and wealth) to align strategies and enhance service delivery.
  • Address and resolve any client inquiries or issues related to deposit accounts, ensuring high levels of client satisfaction.
  • Provide regular reports on client engagement, reactivation efforts, and sales performance to management, using feedback to refine strategies.
  • To be well conversant with the changes of competition and marketing environment in order to provide feedback to management for appropriate action.
  • Always ensure compliance with banking regulations and internal policies in all deposit-related activities.

 

 

Other facts

Tech stack
Client Relationship Management,Sales Fulfillment,Deposit Products,Wealth Management,Customer Onboarding,Market Trends Analysis,Cross-Selling,Client Education,Feedback Management,Event Organization,Portfolio Management,Strategic Initiatives,Client Satisfaction,Compliance,Lead Conversion,Problem Resolution

About CIMB Group Malaysia

CIMB Group is a leading focused ASEAN bank and one of the region’s foremost corporate advisors. It is also a world leader in Islamic finance. The Group is headquartered in Kuala Lumpur, Malaysia, and offers consumer banking, commercial banking, investment banking, Islamic banking and asset management products and services. It is the fifth largest banking group by assets in ASEAN and, as at the end of March 2022, had around 33,000 staff and over 18 million customers.

Team size: 51-200 employees
LinkedIn: Visit
Industry: Banking

What you'll do

  • The Deposit Relationship Manager is responsible for driving growth in assets under management and expanding the customer base by engaging with existing clients and reactivating those with lower AUM. This role includes promoting deposit products, implementing strategic initiatives, and ensuring high levels of client satisfaction.

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Frequently Asked Questions

What does a Deposit Relationship Manager, Tanjung Branch MY do at CIMB Group Malaysia?

As a Deposit Relationship Manager, Tanjung Branch MY at CIMB Group Malaysia, you will: the Deposit Relationship Manager is responsible for driving growth in assets under management and expanding the customer base by engaging with existing clients and reactivating those with lower AUM. This role includes promoting deposit products, implementing strategic initiatives, and ensuring high levels of client satisfaction..

Why join CIMB Group Malaysia as a Deposit Relationship Manager, Tanjung Branch MY?

CIMB Group Malaysia is a leading Banking company.

Is the Deposit Relationship Manager, Tanjung Branch MY position at CIMB Group Malaysia remote?

The Deposit Relationship Manager, Tanjung Branch MY position at CIMB Group Malaysia is based in George Town, Penang, Malaysia. Contact the company through Clera for specific work arrangement details.

How do I apply for the Deposit Relationship Manager, Tanjung Branch MY position at CIMB Group Malaysia?

You can apply for the Deposit Relationship Manager, Tanjung Branch MY position at CIMB Group Malaysia directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about CIMB Group Malaysia on their website.