Financial Services Consultant, Csd

2 weeks ago


Malaysia CIMB Group Full time

To promote and professionally sell a wide range of Bancassurance products to the Bank's Affluent Segment customers i.e. existing and NTB
- To provide professional advice on appropriate financial products based on customer's need
- To ensure customer's satisfaction and to provide excellent after sales service
- To plan and to 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

**Job Requirements**:

- Minimum of 2 years working experience in insurance sales
- Results oriented ad passionate in sales with proven track record
- Fully certified with PCE Life, CEILI & TBE
- Possess the ability to work independently with minimum supervision and to deliver high quality of customer service to external & internal customers
- Possess good interpersonal skill and able to actively interact with all level of customers



  • 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- 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 TITTLE PERSONAL FINANCIAL CONSULTANT (PFC)** 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 and recommending CIMB...


  • 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 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 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...

  • Personal Banker

    4 weeks ago


    Malaysia OCBC Bank Full time

    Job Description - Personal Financial Consultant (Central Region) (210001P6) Personal Financial Consultant (Central Region) - ( 210001P6 ) To provide “one-stop” banking solutions to our customers. To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services. To proactively manage and build long term...


  • 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

    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


  • Malaysia Planet Telecoms Managed Services Sdn Bhd Full time

    Join our team as a Customer Service Consultant where you'll delve into the dynamic world of Telco, gaining invaluable experience in intricate processes and beyond. IYour contributions will be pivotal in shaping our organization, as we continually strive for excellence. We seek individuals with ambition, eager to grow within this stimulating and fulfilling...


  • Malaysia CIMB Group Full time

    Financial Services Consultant 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...


  • Malaysia CIMB Full time

    JOB DESCRIPTION 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...


  • Malaysia CIMB 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 selling process,...

  • Lead Consultant

    5 days ago


    Malaysia Crowe Malaysia PLT Full time

    Description Mandatory skills: Lead experience and IBM BPM skillset This is a senior role and candidate is expected to have at least >7 years of experience in managing issues and handling team. Workflow e.g. Opentext Appworks, K2, IBM BPM Suite The Lead Consultant is responsible for leading and managing strategic human capital advisory projects,...

  • Lead Consultant

    4 days ago


    Malaysia Crowe Malaysia PLT Full time

    Description Mandatory skills: Lead experience and IBM BPM skillset This is a senior role and candidate is expected to have at least >7 years of experience in managing issues and handling team. Workflow e.g. Opentext Appworks, K2, IBM BPM Suite The Lead Consultant is responsible for leading and managing strategic human capital advisory projects,...


  • Malaysia CIMB Full time

    JOB DESCRIPTION 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...


  • 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...


  • Malaysia Planet Telecoms Managed Services Sdn Bhd Full time

    Join our team as a Customer Service Consultant where you'll delve into the dynamic world of Telco, gaining invaluable experience in intricate processes and beyond. IYour contributions will be pivotal in shaping our organization, as we continually strive for excellence. We seek individuals with ambition, eager to grow within this stimulating and fulfilling...


  • Malaysia CIMB Group Full time

    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...


  • 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 related...