Financial Services Consultant, Jalan Satok Kuching

2 weeks ago

Malaysia CIMB Group Full time

Job Purpose "-To promote and professionally sell a wide range of Bancassurance products to the Bank's mass and mass affluent customers.

  • To provide professional advice and on appropriate financial products based on customer needs.
  • To ensure customer satisfaction and provide excellent after sales services.
  • To work closely with Preferred Relationship Managers and Commercial Banking Relationship Managers for referral on potential affluent customers.
  • To plan and implement sales activities related to Bancassurance products.
  • To act promptly on all leads and follow up activities.
  • To achieve individual sales target and contribute towards the achievement of the region target."

Key Product Bancassurance

Key Responsibility

Sales Planning "- 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 activities related to Bancassurance products.
  • To act promptly on all leads and followup activities.
  • To acquire good knowledge of Bancassurance products in the market.
  • To achieve individual sales target and contribute towards the achievement of the branch target.
  • Manage sales pipeline by participating in sales management routines.
  • Keeping abreast with accurate and updated information on products, services etc.
  • Participate in CPD activites to increase knowledge and skills.
  • Update branch managers on status of activites and any issues when necessary."

Sales Execution "- To actively market and sell Sunlife products to all customer

  • Actively involve in crossproduct sales activities of to ensure optimal customer reach, product exposure and effective operations that optimize delivery to customer.
  • Ensuring successfullness of all relevant sales campaign."

Customer Relations "- Handles custemer inquiries diligently, resolve of excalate the necessary to the relevant parties.

  • Refer customer to the relevant officers sales person for other products and services.
  • Resolve customer complaints and escalate to the respective parties where necessary.
  • Develop and build long term business relationship with customers."

Compliance "- To ensure the completeness and accurateness of customer's documents and information for sales execution and submission

  • To perform housekeeping on business documentation efficiently. Avoid exposure and exercise caution on all confidential information.
  • To submit the necessary to the relevants parties and followup on timely manner.
  • 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 response to compliance enquires both from vertical and horizontals as well as audit etc."

People Management "- To promote and encourage teamwork by: - Providing assistance to colleagues, branch lead generators, supervisors etc.

  • Sharing knowledge and new ideas to the team.
  • Maintaining conducive and professional working relationship with team and customers.
  • To project a professional business image at all times through high standards of housekeeping and personal grooming."

Qualification "1. Fresh graduate

  • Minimum a diploma / degree in any field.
  • Minimum STPM / SPM (must obtain credit either in Bahasa Malaysia, English or Mandarin and Mathematics)"

Education Degree in any discipline

Skill "1. Good networing skills, customer focus, cofident, proactive, and result oriented

  • Excellent communication skills, profficient in English and Bahasa Malaysia. Mandarin is preferable but optional
  • Good business ettiquette and image
  • Computer literate (e.g basic microsoft office)"

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