Cash Solution Manager, GCMB Cash Sales - Klang Valley MY
CIMB Group · Malaysia
- 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.
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