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 degree (D3), 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 relationship manager for priority banking or 4 years working experience as sales, especially on banking industry
  • Willing to be placed on branches in Indonesia (will also refer your current domicile/work location
Skills Requirements
Wealth ManagementBancassuranceInvestments