• Memberikan strategi dan perencanaan terkait pencapaian target  Fee Income dan AUM dari produk – produk Wealth Management
• Memberikan rekomendasi atas dasar analisa yang dilakukan dalam rangka membantu peningkatan dan pencapaian target Wealth Management yang sejalan dengan target CIMB Niaga

(decision & recommendation – financial & non financial)

Strategy & Planning

• Set trategy to enhance existing customer of commercial banking 

Business Performance and Management

• Work closely with commercial center to ensure quality of credit   still on track 
• Together with Commercial Center to managed the pipelines for the area covered and decide which account to be push forward into the credit chain.
• Make a pre-credit proposal (include credit proposal for renewal, new loan within credit limit)  and complete document requirement in order to grow profit and portfolio
• Maintain a good relationship with existing customers and develop transaction with new customer to make a renewal transaction in order to increase outstanding loan
• Cross-sell a banking product to new and existing customers according to customers needs in order to help increasing profit
• Re-check document which has been checked by Client Services in order to complete credit proposal requirement so it could be more accountable in respective internal related parties 
• Do a normal credit process in a timely manner to ease up the booking process in order to fullfilled customers needs

Regulatory Compliance

• Comply with policies, procedures, and regulatory

Strategy & Planning

• Set trategy to enhance existing customer of commercial banking 

Business Performance and Management

• Work closely with commercial center to ensure quality of credit   still on track 
• Together with Commercial Center to managed the pipelines for the area covered and decide which account to be push forward into the credit chain.
• Make a pre-credit proposal (include credit proposal for renewal, new loan within credit limit)  and complete document requirement in order to grow profit and portfolio
• Maintain a good relationship with existing customers and develop transaction with new customer to make a renewal transaction in order to increase outstanding loan
• Cross-sell a banking product to new and existing customers according to customers needs in order to help increasing profit
• Re-check document which has been checked by Client Services in order to complete credit proposal requirement so it could be more accountable in respective internal related parties 
• Do a normal credit process in a timely manner to ease up the booking process in order to fullfilled customers needs

Regulatory Compliance

• Comply with policies, procedures, and regulatory