• 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 and Planning (Strategy & Planning)

• Formulate and implement strategies to increase CC market share in the industry
• Helping card utilization by conducting sales activities on the mobile sales channel through sales strategy communication by offering product benefits for direct use of the card
• Make event activities (office building, malls and others) periodically to achieve targets
• Build a strong team with good quality and productivity goals so that CPA can be achieved on target.
• Responsible for weekly and monthly sales plans of SPV and ASM to ensure the achievement of the specified targets
• Performing special handling for large corporate customers as Key Corporate Account
• Maintain Account Quality/AQT Rate by making sales according to the target market

Business Performance and Management (Business Performance and Management)

• New Cards
• Approval Rate according to target
• AQT Rate
• CPA
• Productivity new card booking : DSR, SPV & ASM
• BTA and BTS
• Operational Risk
• Retention of High Performance
• Succession Planning

Human Resources Management (People Management)

• Manage human resources as needed, both outsourced and head count with good quality
• Develop human resources in the work team effectively and efficiently so that productivity results are achieved according to targets with good quality

Compliance (Regulatory Compliance)

• Responsible for maintaining sales and service quality standards
• Apply KYC & CDD, understand product knowledge and selling skills