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Personal Financial Consultant, Jalan Tar Kuching

3 months ago

Malaysia CIMB Group Full time

Location- Branch- Reports To- Branch Manager- Other Reporting Relationship- Segment Manager- Subordinates- 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 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.
(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 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