Preferred Relationship Manager

Sales | Dipost 8 bulan yang lalu | Perusahaan terakhir aktif 28 menit yang lalu
PT Bank CIMB Niaga Tbk



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

Key Responsibilities
Financial Aspect

  • Make plans for sales activities based on the targets set, determine priorities to be achieved in the short and long term so that the work plan is well socialized
  • Ensuring mastery and in-depth understanding of the products issued by the company, as well as investment products and their relevance to market needs

Operational Aspect

  • Comply with internal and external procedures and regulations in terms of: KYC, Compliance, Certification, Audit

Service Responsibilities

  • Ensuring 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
  • Ensuring that all customer complaints / complaints are resolved properly, and ensuring that the settlement is done on time and fulfilling customer needs while taking into account the applicable provisions at CIMB Niaga


  • Minimum Diploma 3 degree, from any major
  • Certified for WAPERD and AAJI
  • Experience as Funding Officer / Funding Relationship Manager for 2 years, or as Priority / Premier / Privilege Relationship Manager for 1 year

Keahlian yang dibutuhkan

Wealth Management
Mutual Fund
PT Bank CIMB Niaga Tbk

Welcome to Bank CIMB Niaga Career Site!

Bank CIMB Niaga is the 2nd largest private bank in Indonesia. We are bank with minimum core capital of IDR 30 Trillion (BUKU IV). Our brand promise “FORWARD” is underpinning our moves that continue to develop and empower customers to achieve their dreams, goals and aspirations.

We are a customer-centric bank that continues to evolve and cater the ever-changing needs of customer through initiatives in product development, services, events and brand activation, including the “Kejar Mimpi” social movement. With the spirit of “Kejar Mimpi”, CIMB Niaga strives to invoke an emotional approach with customers, connecting with them across different life stages in order to better understand their dreams. Align to those business aims, CIMB Niaga is committed to provide employment opportunities for the best candidates to join and build their career with us.

Feel the work environment which will help you becoming a better person. It is the time for you to upgrade your career and find an opportunity to develop yourself together with US!


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