Personal Financial Consultant, Taman Seri Gombak
2 weeks ago
JOB DESCRIPTION
JOB TITTLE
PERSONAL FINANCIAL CONSULTANT (PFC)
- Grade
- Location
- Branch
- Reports To
- Branch
- Other Reporting Relationship
- Segment Manager
- Subordinates
- Job Purpose
- Actively market and sell all core consumer products, primarily to branch walkin customers. The Personal Financial Consultant executes a consultative selling process, which involves identifying and recommending CIMB products to meet customer's financial needs.
- Key Products
- Retail Loan
- ASB Financing
- Personal Financing
- Wealth Management
- Credit Card
- Bancassurance
KEY RESPONSIBILITIES
- 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.
Sales Execution
- To actively market and sell CIMB's consumer products to all customers by:
- Understading assessing customer's requirements and recommending appropriate consumer products.
e.g. Tactical Sales Tool, CPMS)
- Actively cross selling to CIMB's customers.
- To execute sales based on customer request on timing
- Referring new nonconsumer 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 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.
Customer Relationship
- To build and maintain longterm 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
Compliance
- To manage portfolio risk exposure for customers (only applicable when it is technology enabled)
- To ensure that there are no discrepancies, exceptions and noncompliance 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)
People Management
- 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
Key Perfomance Indicators
Qualification
- 1. University Degree (preferably in business or accounting)
- 2. Banking diploma with 3 years relevant banking experience may be considered
- Graduates and diploma holders are required to have a minimum of 4 credits in SPM
Experience
years banking / sales and marketing experience is preferrable
- Fresh graduates may be considered
Education & Training (or equivalent)
Skill / Competencies - To be update based on Competency Modal
- 1. Good networking skills, customer focus, confident, proactive and results oriented
- 2. Exellent communication skills. Profficient in English and Bahasa Malaysia. Mandarin is preferable but optional.
- 3. Good business ettqutte and image.
- 4. Computer skills e.g. Microsoft Office
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