Personal Financial Consultant, Kota Laksamana Branch MY Malaysia Posted on 02/09/2024 Be the Fi[...]
Found in: beBee S MY - 3 weeks ago
Sales Planing
• To actively identify and pursue sales opportunity by :
─ Generating new leads through asking for referrals, networking with lawyers, real estate agents, data mining existing depositors for additional opportunities etc.
─ Following up on leads promptly
─ Executing requisite number of con calls.
─ Participating in sales activities / customer acquisition activities organised by Branch or HQ
• To manage sales pipelines by:
─ Participating in sales management routines where sales activities and results will be reviewed with BM
• To maintain accurate and updated information by:
─ Keeping abreast with updated product information and market changes (e.g. revised interest rate of CIMB products and competitors, equity, interest rate markets)
─ Maintaining accurate and updated information on customers.
─ Maintaining accurate and updated information on leads and pipeline reporting.
• To actively market and sell CIMB's consumer products to all customers by :
─ Understading assessing customer's requirements and recommending appropriate consumer products. (using the relevant performance support tools : e.g. Tactical Sales Tool, CPMS)
─Actively cross - selling to CIMB's customers.
•To execute sales based on customer request on timing
•Referring new non-consumer lending opportunities to the appropriate units (e.g. SME desk, Business Banking)
•To work with the branch sales team to execute marketing and sales plan communicated by the Branch Manager such as atteding launch sites (e.g. produt roadshows) when reqiured.
•To ensure turnaround time for credit, wealth and bancassurance applications and fullfillment processes in system (straight Through and Forms) are within service levels agreed upon. Escalate to Branch Manager when necessary
•To ensure completeness and accuracy of documentation or data entry upon submission or after sales services to Fulfillment Operations.
•To comply with process and procedures for sales execution, appeals, discounts, redemption etc.
• To build and maintain long-term and profitable relationships by:
─ Providing quality customer service that upholds customer waiting time.
─ Obtaining customer's feedback on sales - related matters and inform Branch Manager, where appropriate.
─ Resolving customer's problems and complaints on sales - related matters and escalate unresolved complaints to Branch Managers on exception basis
• To manage portfolio risk exposure for customers (only applicable when it is technology enabled)
• To ensure that there are no discrepancies, exceptions and non-compliance when booking rates (e.g. Unit Trust, Currency and Treasury products)
• To strictly comply to the CIMB Bank's policies and procedures, including credit control procedures, audit compliance, BNM Guidelines etc
• To comply with sales code of ethics and governance
• To respond to compliance enquiries from Vertical line (BM, RD & CSD Head ) and Horizontal line (Segment Manager and Sales Segment Support Lead)
• To encourage and promote teamwork within branch sales team by :
─ Providing assistance (e.g. training, knowledge sharing, covering of duties ) to sales team members where necessary
─ Identifying and sharing new ideas and approaches for increasing sales and maximising customer experiences
─ Maintaining a conducive and professional working relationship within the sales team.
• To project a professional business image at all times through high standards of housekeeping and personal grooming
• To participate in the Continuous Professional Development Program
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Personal Financial Consultant, Kota Laksamana Branch MY Malaysia Posted on 02/09/2024 Be the Fi[...]
Found in: beBee S MY - 3 weeks ago
Malaysia CIMB Full timeSales Planing • To actively identify and pursue sales opportunity by : ─ Generating new leads through asking for referrals, networking with lawyers, real estate agents, data mining existing depositors for additional opportunities etc. ─ Following up on leads promptly ─ Executing requisite number of con calls. ─ Participating in sales...
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Personal Financial Consultant, Kinrara Branch MY Malaysia Posted on 02/13/2024 Be the First to Apply
Found in: beBee S MY - 4 weeks ago
Malaysia CIMB Full timeJob Responsibilities: To promote and professionally sell a wide range of Wealth, Loans & Bancassurance products to the Bank’s existing and potential customers. To provide professional advice and on appropriate financial products based on customer needs. To ensure customer satisfaction and provide excellent after sales service. To plan and implement...
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Personal Financial Consultant, Ranau Branch MY Malaysia Posted on 02/22/2024 Be the First to Ap[...]
Found in: beBee S MY - 3 weeks ago
Malaysia CIMB Full timeJob Responsibilities: To promote and professionally sell a wide range of Wealth, Loans & Bancassurance products to the Bank’s existing and potential customers. To provide professional advice and on appropriate financial products based on customer needs. To ensure customer satisfaction and provide excellent after sales service. To plan and implement...
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Personal Financial Consultant, Bentong Branch MY Malaysia Posted on 03/04/2024 Be the First to Apply
Found in: beBee S MY - 2 weeks ago
Malaysia CIMB Full timeJOB TITTLE PERSONAL FINANCIAL CONSULTANT (PFC) Grade U8.S Location Branch Reports To Branch Manager Other Reporting Relationship Segment Manager Job Purpose Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which involves...
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Malaysia CIMB Group Full timeJOB TITTLE- PERSONAL FINANCIAL CONSULTANT (PFC)- Grade- Location- Branch- Reports To- Branch Manager- Other Reporting Relationship- Segment Manager- Job Purpose- Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which involves identifying and...
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Personal Financial Consultant, Bentong Branch MY Malaysia Posted on 03/04/2024 Be the First to Apply
Found in: beBee jobs MY - 2 weeks ago
Malaysia CIMB Full timeJOB TITTLE PERSONAL FINANCIAL CONSULTANT (PFC) Grade U8.S Location Branch Reports To Branch Manager Other Reporting Relationship Segment Manager Job Purpose Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which involves...
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Associate Consultant, Strategy Consulting
Found in: beBee S MY - 3 weeks ago
Malaysia IQVIA LLC Full timeAssociate Consultant, Strategy Consulting (MY), Campus 2024 Summer page is loaded Associate Consultant, Strategy Consulting (MY), Campus 2024 Summer Apply locations Wilayah Persekutuan Kuala Lumpur, Malaysia time type Full time posted on Posted 2 Days Ago job requisition id R1407816 As an Associate Consultant at IQVIA, your analytical, inter-personal,...
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Analyst, Strategy Consulting
Found in: beBee S MY - 4 weeks ago
Malaysia IQVIA LLC Full timeAnalyst, Strategy Consulting (MY), Campus 2024 Summer page is loaded Analyst, Strategy Consulting (MY), Campus 2024 Summer Apply locations Wilayah Persekutuan Kuala Lumpur, Malaysia time type Full time posted on Posted Yesterday job requisition id R1407819 As an Analyst at IQVIA, you will provide high quality, on-time input to client projects in the...
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Analyst, Strategy Consulting
Found in: beBee S MY - 3 weeks ago
Malaysia IQVIA LLC Full timeAnalyst, Strategy Consulting (MY), Campus 2024 Summer page is loaded Analyst, Strategy Consulting (MY), Campus 2024 Summer Apply locations Wilayah Persekutuan Kuala Lumpur, Malaysia time type Full time posted on Posted Yesterday job requisition id R1407819 As an Analyst at IQVIA, you will provide high quality, on-time input to client projects in the...
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Personal Financial Consultant, Rembau Branch MY Malaysia Posted on 11/22/2023 Be the First to Apply
Found in: beBee S MY - 3 weeks ago
Malaysia CIMB Full timeJOB DESCRIPTION JOB TITTLE PERSONAL FINANCIAL CONSULTANT (PFC) Grade U8.S Location Branch Reports To Branch Manager Other Reporting Relationship Segment Manager Job Purpose Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which...
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Personal Financial Consultant, Tanjung Branch MY Malaysia Posted on 03/14/2024 Be the First to Apply
Found in: beBee jobs MY - 2 weeks ago
Malaysia CIMB Full timeJob Responsibilities: To promote and professionally sell a wide range of Wealth, Loans & Bancassurance products to the Bank's existing and potential customers. To provide professional advice and on appropriate financial products based on customer needs. To ensure customer satisfaction and provide excellent after sales service. To plan and implement...
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Personal Financial Consultant, Rembau Branch MY Malaysia Posted on 11/22/2023 Be the First to Apply
Found in: beBee jobs MY - 1 week ago
Malaysia CIMB Full timeJOB DESCRIPTION JOB TITTLE PERSONAL FINANCIAL CONSULTANT (PFC) Grade U8.S Location Branch Reports To Branch Manager Other Reporting Relationship Segment Manager Job Purpose Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which...
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Personal Financial Consultant, Menara UAB Branch MY Malaysia Posted on 01/05/2024 Be the First
Found in: beBee S MY - 4 weeks ago
Malaysia CIMB Full timeJob Responsibilities: To promote and professionally sell a wide range of Wealth, Loans & Bancassurance products to the Bank’s existing and potential customers. To provide professional advice and on appropriate financial products based on customer needs. To ensure customer satisfaction and provide excellent after sales service. To plan and implement...
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Personal Financial Consultant, Lucky Garden Bangsar Branch MY Malaysia Posted on 01/23/2024 Be
Found in: beBee S MY - 4 weeks ago
Malaysia CIMB Full timeJob Responsibilities: To promote and professionally sell a wide range of Wealth, Loans & Bancassurance products to the Bank’s existing and potential customers. To provide professional advice and on appropriate financial products based on customer needs. To ensure customer satisfaction and provide excellent after sales service. To plan and implement...
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Personal Financial Consultant, Kuala Lumpur Main Branch MY Malaysia Posted on 01/31/2024 Be the[...]
Found in: beBee S MY - 4 weeks ago
Malaysia CIMB Full timeJob Responsibilities: To promote and professionally sell a wide range of Wealth, Loans & Bancassurance products to the Bank’s existing and potential customers. To provide professional advice and on appropriate financial products based on customer needs. To ensure customer satisfaction and provide excellent after sales service. To plan and implement...
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Personal Financial Consultant, Menara UAB Branch MY Malaysia Posted on 01/05/2024 Be the First
Found in: beBee S MY - 3 weeks ago
Malaysia CIMB Full timeJob Responsibilities: To promote and professionally sell a wide range of Wealth, Loans & Bancassurance products to the Bank’s existing and potential customers. To provide professional advice and on appropriate financial products based on customer needs. To ensure customer satisfaction and provide excellent after sales service. To plan and implement...
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Financial Services Consultant, Kinrara Branch MY
Found in: beBee S MY - 4 weeks ago
Malaysia CIMB Full timeJob Description To promote and professionally sell a wide range of Bancassurance life insurance products to the Bank’s existing and potential customers. To provide professional advice and on appropriate financial products based on customer need. To ensure customer satisfaction and provide excellent after sales service. To plan and implement sales...
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Personal Financial Consultant, Solaris Mont Kiara Branch MY Malaysia Posted on 01/10/2024 Be th[...]
Found in: beBee S MY - 4 weeks ago
Malaysia CIMB Full timeJob Responsibilities: To promote and professionally sell a wide range of Wealth, Loans & Bancassurance products to the Bank’s existing and potential customers. To provide professional advice and on appropriate financial products based on customer needs. To ensure customer satisfaction and provide excellent after sales service. To plan and implement...
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Head of Branch, Kota Kinabalu
Found in: beBee S MY - 3 weeks ago
Malaysia Affin Hwang Investment Bank Full timeHead of Branch, Kota Kinabalu page is loaded Head of Branch, Kota Kinabalu Apply locations Menara Affin, TRX time type Full time posted on Posted 2 Days Ago job requisition id JR100208 Create your future with Affin! You too can make a difference. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here,...
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Head of Branch, Kota Kinabalu
Found in: beBee S MY - 2 weeks ago
Malaysia Affin Hwang Investment Bank Full timeHead of Branch, Kota Kinabalu page is loaded Head of Branch, Kota Kinabalu Apply locations Menara Affin, TRX time type Full time posted on Posted 2 Days Ago job requisition id JR100208 Create your future with Affin! You too can make a difference. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here,...