Wealth Business Specialist - Jakarta B O622

Strategy & Planning

• To support the Area, Branches and Sales in increasing& optimizing revenue, performance, productivity and portfolio for Wealth business product base on required target
  • Monitor area’s performance, analyze, and give solution over the existing problem /I ssue. Provide information and sales knowledge refreshment, and also give an advice regarding the program / campaign by developing / supporting micro local event
  • Disccussion pairing with Area Manager and BranchManager regarding Wealth business performance, achievement, refreshment, support needed, obstacles (both on bussiness as usual and events), and coordinate with Product Owner if necessary
  • Develop strategy plan and key plan activities and make list of prospect leads for each Branch to succeed the programs/selling that have been established for WB Products and intense monitoring as well as giving feedback
  Ensure the achievement of each product of Wealth business target portfolio by monitoring Area, Branch, and Sales performance/ achievement

Business Performance and Management

• To support the Area, Branches and Sales in deepening, penetrating, increasing& optimizing performance, add clients base, new customer, for Wealth Business products as well as synchronizing management objective on third party deposits
  • Explore & analyzing new potential market with sales team in Branches and discover the needs of existing customer based on Branches strategy, and later to provide product and service recommendation that suits sales/customer needs
  • Ensure all frontliners understand correctly the fiture/profille regarding all Wealth business products and programs that are running and offered by CIMB Niaga by doing frequent refreshment and to build continuous active selling proccess
  • Particularly support sales/branch who are in need of further knowledge, having obstacles, lack of confidence, and selling skill on wealth business products by doing coaching clinics, joint visits, conference call and monitoring progress
• To be a specialist for WB product in every Area
  • Collaborate with WB product team to direct and support branch team in selling/cross-selling WB product by providing information and update (socialization to the branch/con-call)regarding products & programs and ensure the selling activities will take place in accordance with procedure and provision.
  • Independently or in collaboration with Product Manager in training/ socialization/ refreshment/ customer gathering to provide market update / advice on Wealth Managemen tproduct and also program / system / procedures updates to the Branches
  • Arrange, coordinate & acting as a key note speaker to provide market/product updates and product knowledge in event gathering, refreshment, guest lecturer as well as monitoring target achievement if any
  Do specific / ad-hoc works for area/branch/sales team and product team request such as: training, socialization, system / procedure backup problem, data mining and analyzing, guest speaker, etc.

People Management

Regulatory Compliance

• Comply with policies, procedures, and regulatory

5 Years Experiences in Banking

Have knowledge in Wealth Management Products

Have experience in Sales

Hard Worker

Have eigerness