Relationship Manager, Team Lead (Bangkok, Lampang, Nakhon Ratchasima, Chonburi)
Job Purpose:
- Response for planning and achieve target of retail products i.e. deposit, bancassurance, and mutual fund including other investment products.
- Build relationship with retail customers.
Job Description:
- Plan and formulate strategies in accordance with the policy and sales target.
- Expand new customer base and increase product sales valume according to sales target.
- Follow up and take care of customers and provide financial advice to customers.
- Plan marketing and conduct marketing activities according to the Bank's policy to promote financial products and cross sell to meet sales target.
- Visit and follow up with customers to do cross sell and inspect the - customer issuse and obstacles of using the services for improvement.
- Maintain customer base and build relationship closely with existing customers as well as follow up on the movements of customers regularly.
- Supervise and monitor product management of other business activities as assigned by supervisor.
- Recruit and manage RM Team to achieve sales performance in target assigned.
*Remark: The Bank requires the verification of criminal records prior consideration for employment to ensure secured and maintain standards of the organization.
Qualifications: Bachelor's Degree or Higher in related field. Minimum 10 years of experience in banking or financial services, including at least 3 years managing and leading an RM team. Required to Investment Consultant License (IC Complex1) or IP. / Life Insurance Broker License (LIB) / Non - life Insurance Broker License (NIB). Excellent skill in client handling, communication organization, problem solving and conflict management. Experience in sales and established track record of delivering business targets through effective client relationship management, with consistent achievement of revenue and portfolio growth objectives. Available to travel upcountry as business required. Required Competencies and Skills: Sales and service Products Knowledges Negotiation Skills Conflict Management skills Sales driven mindset and performance-driven thinking Excellent communication and interpersonal skills
Kontaktinis asmuo
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- คุณพิมพ์รภัส, คุณชรินรัตน์, คุณพลอยชมพู, คุณสุทธิดา02-480-9999cimbthai01_247@trustmail.jobthai.com