Team Lead, Provincial 1/3 TH
CIMB Thailand · Thailand
- Key Responsibilities :
- 1.Plan and formulate strategies in accordance with the policy and sales target.
- 2.Expand new customer base and increase product sales valume according to sales target.
- 3.Follow up and take care of customers and provide financial advice to customers.
- 4.Plan marketing and conduct marketing activities according to the Bank's policy to promote financial products and cross sell to meet sales target.
- 5.Visit and follow up with customers to do cross sell and inspect the customer issuse and obstacles of using the services for improvement.
- 6.Maintain customer base and build relationship closely with existing customers as well as follow up on the movements of customers regularly.
- 7.Supervise and monitor product management of other business activities as assigned by supervisor
Qualifications & Skills :
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Strong interpersonal and communication skills with a client-focused mindset.
- Knowledge of investment products, financial planning, and regulatory requirements.
- Ability to work collaboratively in a dynamic, performance-driven environment.
- Preferrable license requirements of Single License, Life Insurance License, and Non-life Insurance License.
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