Personal Financial Consultant, Jalan Bank Kuantan
2 weeks ago
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 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 non-consumer 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 long-term 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 non-compliance 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- 2 - 3 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
-
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...
-
Personal Banker
Found in: beBee S MY - 3 weeks ago
Malaysia OCBC Bank Full timeJob 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 Banker
Found in: beBee S MY - 3 weeks ago
Malaysia OCBC Bank Full timeJob 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...
-
Financial Services Consultant, Jalan Bank Kuantan Branch MY
Found in: beBee jobs MY - 1 week ago
Malaysia CIMB Full timeJOB 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...
-
Personal Financial Consultant
Found in: beBee S MY - 3 weeks ago
Malaysia OCBC Bank Full timeCONSUMER FINANCIAL SERVICES (CFS)The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our premier private, wealth management and affluent banking propositions. In CFS,...
-
Personal Banker
Found in: beBee jobs MY - 1 week ago
Malaysia OCBC Bank Full timeJob 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. ...
-
Personal Financial Consultant
Found in: beBee jobs MY - 1 week ago
Malaysia OCBC Full timeCONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our premier private, wealth management and affluent banking propositions. In...
-
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 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 timeJOB 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 and...
-
Executive - Personal Financial Services
2 weeks ago
Malaysia Hong Leong Bank Full timeIf 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...
-
Malaysia CIMB Group Full time**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 with Preferred...
-
Personal Financial Consultant
Found in: beBee S MY - 4 weeks ago
Malaysia OCBC Full timeCONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our premier private, wealth management and affluent banking propositions. In...
-
Financial Services Consultant, Jalan Tun Ismail Kuantan Branch MY
Found in: beBee S MY - 3 weeks ago
Malaysia CIMB Full timeJOB 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...
-
Malaysia Hong Leong Bank Full timeIf 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. - Build rapport and relationship...
-
Personal Financial Advisor, Red
3 days ago
Malaysia CIMB Group Full time**Personal Financial Advisor** **Accountability: -** - Achieve sales target including cross sell target of all assigned products Maintain good relationship with customers and high standard of service quality at all times - Handle customer enquiries diligently and efficiently - Identify, solicit and maintain new customer and referral base - Comply strictly...
-
Manager, Financial Reporting
Found in: beBee jobs MY - 1 week ago
Malaysia Affin Bank Berhad Full timeManager, Financial Reporting page is loaded Manager, Financial Reporting Apply locations Menara Affin, TRX time type Full time posted on Posted 2 Days Ago job requisition id JR100555 Create the future with Affin You too can make a difference. We continuously innovate to transform our financial services landscape - making banking better and easier....
-
Manager, Financial Reporting
Found in: beBee S MY - 3 weeks ago
Malaysia Affin Bank Berhad Full timeManager, Financial Reporting page is loaded Manager, Financial Reporting Apply locations Menara Affin, TRX time type Full time posted on Posted 2 Days Ago job requisition id JR100555 Create the future with Affin! You too can make a difference. We continuously innovate to transform our financial services landscape - making banking better and easier....
-
Snr Relationship Manager, Premier Banking
Found in: beBee S MY - 3 weeks ago
Malaysia RHB Bank Full timeFinancial service activities, except insurance/takaful and pension funding Occupation: Relationship banking manager Positions: 2 Applied: 45 Date posted: time-passed.DAYS Snr Relationship Manager, Premier Banking (Sabah) common.APPLY RHB Bank Berhad Kota Kinabalu, Sabah common.SHARE Permanent Normal Hour Bachelor's or Equivalent ...
-
Personal Financial Consultant, Rembau Branch MY Malaysia Posted on 11/22/2023 Be the First to Apply
Found in: beBee S MY - 3 weeks ago
Malaysia CIMB Full timeJOB 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...
