Proactive management of new and existing clients within the assigned portfolio. Ensure the Bank’s share of wallet is grown and consistently maintained with the Bank’s account plan.
Conduct sales calls to discover business opportunities with existing clients and to secure new businesses from prospective clients.
Develop an in-depth understanding of clients’ business requirements in order to provide innovative solutions on Cash Management from the existing and new suite of products and services.
Establish and maintain good communication with clients to monitor and ensure targeted level of utilisations of facilities.
Incorporate voice of clients into ongoing plans and initiatives to drive continuous service improvements.
Formulate and execute sales strategies to achieve agreed targets as set by department.
Keep stakeholders informed of clients’ needs, trends and product/ market intelligence for new product development/ enhancements.
Keep abreast of market development and factors which impact competitiveness of the products in order to strengthen CIMB’s competitive position in this field.
Undertaking market and industry analysis to identify new business opportunities.
Negotiate the terms and conditions of such offerings and solutions with the clients, to help to maximise revenue and profitability.
Participate in client’s dialogues to outline and influence client coverage and revenue potential planning.
Maintain a disciplined product-oriented sales management process ensuring sales planning and review is done on a regular basis to meet sales targets.
Influence and negotiate clients and other business stakeholders to ensure a smooth deal implementation.
Participate in marketing events and lead generation.
Conducting regular client visits.
Work with respective stakeholders for account planning and penetrations.
Provide training for internal client on new product launching/ refresher training.
Provide regular updates on deals and timely reporting for pipelines and mandates.
Ensure all activities complies to regulatory and Bank's policies, procedures and standards.