Financial Services Consultant, Jalan Bank Kuantan

5 months ago

Malaysia CIMB Group Full time

Job Title: Financial Service Consultant (FSC)- Unit : Respective Branches- Job Location: Branch- Job Title of Direct Superior : Branch Manager- Key Responsibilities- 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 follow-up 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 activities to increase knowledge and skills.- Update branch managers on status of activities and any issues when necessary.- To actively market and sell Sunlife products to all customer.- To actively involved in cross-product sales activities of to ensure optimal customer reach, product exposure and effective operations that optimize delivery to customer.- Ensuring successfulness of all relevant sales campaign.- Handles customer inquiries diligently, resolve of escalate the necessary to the relevant parties.- Refer customer to the relevant officer’s 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.- 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 relevant parties and follow-up timely manner.- To strictly comply with 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 inquiries both from vertical and horizontals as well as audit etc.-
- 1.University Degree (preferably in business or accounting)*- 2. 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 : 2- 3 years banking / sales and marketing experience is preferable Fresh graduates may be considered.- Competencies/Skills- 1. Good networking, proactive with strong sales drive, result oriented- 2. Ability to communicate well in English, Bahasa Malaysia. Mandarin is preferable but optional- 3. Good business etiquette and image- 4. Relevant computer skills e.g. Microsoft Office & etc.

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