Financial Services Consultant, Jalan Bank Kuantan

2 weeks 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.



  • Malaysia CIMB Group Full time

    **JOB DESCRIPTION** **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...


  • Malaysia CIMB Group Full time

    **Job Highlights**: - Competitive remuneration & potential to earn where sky is the limit! - Personal & career growth opportunities - Opportunity to work across the region - 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...


  • 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...


  • Malaysia Hong Leong Bank Full time

    If you are looking to excel and make a difference, take a closer look at us We are currently seeking Customer Service & Operations Managers to join our Bintangor, Sarawak Branch. Reporting to the Branch Manager, you will be responsible for both the execution and control of branch financial transactions. Will accept and process transactions directly from...


  • Malaysia Hong Leong Bank Full time

    Executive - Personal Financial Services (Operations & Customer Service) **If you are looking to excel and make a difference, take a closer look at us...** Engage with walk in customers for transaction processing followed by need based discussion with customers for cross selling. Recommend Bank's products and services to customers and responsible for high...


  • Malaysia Hong Leong Bank Full time

    If you are looking to excel and make a difference, take a closer look at us Customer Service Executive / Universal Banker of Southkey Branh - About Hong Leong Bank_ - We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned...


  • Malaysia CIMB Group Full time

    **Job Highlights**: - Competitive remuneration & potential to earn where sky is the limit! - Personal & career growth opportunities Opportunity to work across the region **Responsibilities**: - To promote and professionally sell a wide range of Wealth, Loans & Bancassurance products to the Bank’s existing and potential customers. - To provide...


  • Malaysia Upskills Consultancy Services Full time

    **About us** - Upskills provides expert financial software consulting to investment banks and leading financial institutions in Asia Pacific, Middle East and Europe. With a strong, Front to Back expertise in the cash and derivatives markets, coupled by an in-depth knowledge of financial markets technologies, we provide smart and efficient solutions We are...


  • Malaysia CIMB Group Full time

    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 involves...


  • Malaysia CIMB Group Full time

    **JOB DESCRIPTION** **JOB TITTLE** **PERSONAL FINANCIAL CONSULTANT (PFC)** - Grade- 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...


  • Malaysia CIMB Group Full time

    JOB 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...


  • Malaysia Rentokil Full time

    **Rentokil Initial**: Rentokil Initial is an international business services company employing over 65,000 colleagues across 70 countries. We strive to protect people and enhance lives, for example by controlling pests, improving hygiene and improving interior spaces with plants and scenting. We are experts in the fields we operate in, investing in...


  • Malaysia CIMB Group Full time

    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...


  • Malaysia CIMB Group Full time

    **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...


  • Malaysia United Overseas Bank (Malaysia) Bhd Full time

    **About UOB**: United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and...


  • Malaysia CIMB Group Full time

    **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...


  • Malaysia CIMB Group Full time

    "- 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...


  • Malaysia CIMB Group Full time

    Sales Planning & Execution- 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...


  • Malaysia CIMB Group Full time

    **KEY RESPONSIBILITIES** - Sales Planning & Execution- 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...


  • Malaysia Upskills Consultancy Services Full time

    We are looking for highly motivated fresh graduates to start a career as a Business Analyst (domain in Finance industry). We have designed a specific learning program to accelerate the young and talented graduates to enter and start their careers with the aspiration to empowering breakthrough innovation in Financial Services! WHO IS UPSKILLS? Upskills...