• Effectively manage on cross sell and overall handling the servicing and operations issues arising from customers in the portfolio.
• Meet targets by soliciting new-to-bank and aggressive cross selling to existing customer base with focus on deposits growth (Current Account & Foreign Exchange), increasing existing portfolio profitability, customer count (conversion into Main Operating Current Account), and cross selling.
• To use multiple prospecting methods to generate leads, set up sales meetings and pitch appropriate cash management solutions to prospects. Actively seeking referrals from new and existing customers.
• To actively identify potential sales opportunities and manage sales pipeline, by working closely with Branch Manager and on ground team.
• Ensure timely reporting on productivity & performance to Cash Solution Manager.
• To build and maintain profitable business relationships with business customers by increasing penetration of cash management solutions and focus products.
• Engage in other duties that may be assigned by superior from time to time.
• Ensure adherence to CIMB’s policies, procedure, compliance guidelines, statutory compliance and regulations.