Financial Services Consultant, Jalan Bank Kuantan

2 weeks ago

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 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**
- Good networking, proactive with strong sales drive, result oriented
- Ability to communicate well in English, Bahasa Malaysia. Mandarin is preferable but optional
- Good business etiquette and image

Relevant computer skills e.g. Microsoft Office & etc.

  • Personal Financial Consultant, Jalan Bank Kuantan

    4 weeks ago

    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...

  • Personal Banker

    1 month 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...

  • Personal Financial Consultant, Jalan Tar Kuching

    4 weeks 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...

  • Executive - Personal Financial Services

    4 weeks ago

    Malaysia Hong Leong Bank Full time

    If you are looking to excel and make a difference, take a closer look at us Key Responsibilities and Accountabilities Functional _(job responsibilities)_ - Sales & Revenue_ - Aggressively source and book new loans for the bank; - Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, roadshows and any other...

  • Financial Services Consultant, Bentong Branch My

    4 weeks ago

    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...

  • Junior Financial Business Analyst

    4 weeks ago

    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...

  • Financial Services Consultant, Tawau Branch My

    3 days ago

    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...

  • Personal Banker

    3 weeks ago

    Malaysia OCBC Bank Full time

    Job Description - Personal Financial Consultant (Central Region P6) Personal Financial Consultant (Central Region P6 ) 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 customer relationship. ...

  • Relationship Manager, Retail Banking

    3 weeks ago

    Malaysia alrajhi bank Malaysia Full time

    Overall Responsible to achieve sales targets. What you will do Single touch point to serve the high net worth individuals to fulfill their financial & banking needs via financial planning & customized wealth solutions. Ensure achievement of targets assigned Work with Branch Manager to ensure sales activities are in line with business direction Review...

  • Customer Service

    6 days ago

    Malaysia Rentokil Full time

    **Rentokil Initial**: We are looking for a motivated, dynamic Service Planner, also known as **Customer Service & Planner **to join our team.. Your responsibilities will be to plan customer’s service appointment, assigned and coordinate with serve team to create optimal service schedule. To help to achieve this, we will provide you with a competitive base...

  • Branch Service Executive

    4 weeks ago

    Malaysia OCBC Bank Full time

    **Branch Service Executive (Northern Region)** **-** **(**230001O3**)** - Manage and ensure prompt and accurate service to customers - Perform financial transactions and non-financial transactions - Handle customer enquiries and resolve issues highlighted by customers - **Identifying cross referral opportunities **among new or existing customers and some...

  • Personal Financial Consultant, Sarikei Branch My

    7 days ago

    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...

  • Personal Financial Consultant, Port Dickson Branch

    4 weeks ago

    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...

  • Head, Strategy

    6 hours ago

    Malaysia Bank Islam Malaysia Berhad Full time

    Head, Strategy & Finance (Group Institutional Banking) JOB PURPOSE The incumbent is responsible for leading the organizational growth strategies, driving expansion and transformation plans for the Group Institutional Banking (GIB) business division (namely Financing Solutions - Commercial & Corporate Banking, Treasury & Markets, Transaction Banking,...

  • Executive - personal financial services branch sales (personal banker)

    1 week ago

    Malaysia Hong Leong Bank Berhad Full time

    If you are looking to excel and make a difference, take a closer look at us…Job Responsibilities: Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets. To actively cross selling Banking/Financial products. Assess/evaluate and propose credit...

  • Executive - personal financial services branch sales (personal banker)

    1 week ago

    Malaysia Hong Leong Bank Berhad Full time

    If you are looking to excel and make a difference, take a closer look at usJob Responsibilities: Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets. To actively cross selling Banking/Financial products. Assess/evaluate and propose credit...

  • Financial Services Consultant, Taman Universiti

    2 weeks ago

    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...

  • Financial Services Consultant, Pelabuhan Klang

    4 weeks ago

    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...

  • Product Consultant

    24 hours ago

    Malaysia Symphony Industrial AI, Inc. Full time

    Introduction Product Consultant We seek a Product Consultant to join our international team of consultants! The teams work with NetReveal customers, deriving intelligence from high volume customer data. SymphonyAI NetReveal provides financial crime, risk management and fraud detection and prevention across banking, financial markets, and insurance....

  • Product Consultant

    15 hours ago

    Malaysia Symphony Industrial AI, Inc. Full time

    Introduction Product Consultant We seek a Product Consultant to join our international team of consultants The teams work with NetReveal customers, deriving intelligence from high volume customer data. SymphonyAI NetReveal provides financial crime, risk management and fraud detection and prevention across banking, financial markets, and insurance....