Preferred Relationship Manager

All Cities·All Region·IndonesiaConsumer Banking

Job Type
:  Full Time
Job Industry
:  Banking
Job Function
:  Sales
:  Senior Staff/ Supervisor / Coordinator / Team Leader
:  Diploma Degree - D3

Job Purpose
Responsible for fostering good relations and providing services according to CIMB Preferred standards for customers in order to achieve sales targets, enlarge the market share and branch portfolio


Key Responsibilities

  • Make plans for sales activities based on set targets, determine priorities to be achieved in the short and long term so that the work plan
  • Ensure the implementation of services to customers to ensure compliance with company standards in improving the quality of customer satisfaction
  • Ensuring the level of customer satisfaction with financial services provided, in order to build good relations with existing and new preferred customers
  • Ensure that all customer complaints / complaints are resolved properly, and ensure that the settlement is done on time and meet customer needs while taking into account the applicable provisions at CIMB Niaga.
  • Ensure understanding and in-depth and valid knowledge of products issued by the company, as well as investment products and their relevance to market needs.
  • Comply with internal and external procedures and regulations in terms of: KYC, Compliance, Certification, Audit.
  • Directing and supervising sales activities and sales productivity at the branch to avoid mis-selling and ensure that sales follow branch compliance with internal and external procedures and regulations (KYC, Compliance, Certification, Audit)
  • Minimum Diploma 3 degree, from any major
  • Certified on Risk Management (BSMR or LSPP Level 1), WAPERD (Wakil Agen Penjual Efek Reksa Dana), and AAJI (Asosiasi Asuransi Jiwa Indonesia)
  • Minimum 2 years working experience as sales, especially on banking industry
Skills Requirements
SellingNegotatingRelationship ManagementWealth ManagementFundingBancassurance