Deposit Relationship Manager, 3038 Jalan Sultan Ismail KT Branch MY

• 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.

CIMB