Executive - Personal Financial Services
6 months ago
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 sales activities to achieve sales targets;
- Complete action of all leads assigned via LMS and strive to deliver high conversion rate of these leads to sales;
- Customer Relationship & Marketing_
- Develop and maintain strong relationship with current and new customer;
- Attend road shows and/or any branch/off-site activities when required;
- To actively promote Unsecured Personal Loan products;
- Cross selling other banking products as and when opportunity arises to increase customers’ stickiness with HLB;
- Compliance & Regulatory_
- Exhibit high professionalism and competency when selling;
- Ensure bank’s interest is protected at all times;
- Comply with bank’s relevant internal policies, SOPs, sales compliance and statutory requirement in relation FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance;
- To maintain and uphold service standards set by the Bank at all times.
Managerial
_(team/group responsibilities)_
- To collaborate with peers and colleagues in creating a positive customer experience;
- To contribute to an achievement oriented working environment.
Organizational
_(organizational responsibilities)_
- Represent HLB in relationship building with the community;
- Continuous effort to improve business in support of building brand awareness and improving customer experience.
Jobholder Requirements
- Malaysian Citizen
Education/Qualification
- Diploma, Higher Diploma or Bachelor’s degree in Business, Finance or related field is preferred
Experience
- Min 3 years in sales experience;
- Experience in banking products, process and policies.
- 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 us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China._
- We seek to strike a balance between diversity, inclusion and merit to achieve our _
- mission of infusing diversity in thinking and skillsets into our organisation._
- are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. _
- Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation._
-
Executive - Personal Financial Services (Operations
6 months ago
Malaysia Hong Leong Bank Full timeExecutive - 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...
-
Executive - Personal Financial Services
7 months 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)_- Generate and qualify leads from internal and external lists to achieve acquisition goals- Source and develop client referrals to achieve acquisition goals- Develop sales proposal and customize by...
-
Personal Financial Consultant, Parit Buntar Branch
8 months ago
Malaysia CIMB Group Full timeActively 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
-
Financial Services Representative
4 weeks ago
Ubicación Kuala Lumpur, Malaysia KG Invicta Services Full time**Financial Services Representative** will be responsible for providing financial services, managing investments, handling customer service inquiries on a day-to-day basis. CONDICIONES DEL EMPLEO Jornada laboral: Tiempo Completo Tipo de empleo: Trabajo Fijo Salario:3,500.00 Cantidad de vacantes: 10 REQUERIMIENTOS Experiência Mínima: 1 año Sexo:...
-
Personal Financial Consultant, Port Dickson Branch
6 months ago
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...
-
Personal Financial Consultant, Taman Seri Gombak
7 months ago
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...
-
Personal Financial Consultant, Rembau Branch My
7 months ago
Malaysia CIMB Group Full timeJOB 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 Financial Consultant, Sarikei Branch My
7 months 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, Jalan Tar Kuching
6 months ago
Malaysia CIMB Group Full timeLocation- 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...
-
Financial Services Consultant, Taman Universiti
8 months 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
8 months ago
Malaysia CIMB Group Full timeSales 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...
-
Financial Services Consultant, Segamat Branch My
8 months ago
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...
-
Bic My6
6 months ago
Malaysia Ria Financial Services Full timeBIC MY6 (Internal promotion/ staff movement from MY37) As a company whose mission is to be the most progressive and inclusive money transfer business in the world, Ria delivers highly reliable payment services to our customers. With over 400k locations in 165 countries, we have adopted the true identity of what it means to be multicultural and embody the...
-
Melaka Sentral Abic
6 months ago
Malaysia Ria Financial Services Full timeMelaka Sentral ABIC (MY37) - Promoted As a company whose mission is to be the most progressive and inclusive money transfer business in the world, Ria delivers highly reliable payment services to our customers. With over 400k locations in 165 countries, we have adopted the true identity of what it means to be multicultural and embody the idea of being...
-
Teller (Kulai Baru)
6 months ago
Malaysia Ria Financial Services Full timeTeller (Kulai Baru) As a company whose mission is to be the most progressive and inclusive money transfer business in the world, Ria delivers highly reliable payment services to our customers. With over 400k locations in 165 countries, we have adopted the true identity of what it means to be multicultural and embody the idea of being family, no matter where...
-
Financial Services Consultant, Empire Gallery
8 months ago
Malaysia CIMB Group Full time**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...
-
Personal Financial Consultant, Jalan Maju Kota
6 months ago
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...
-
Personal Financial Advisor, Red
7 months ago
Malaysia CIMB Group Full time**Personal Financing Acquisition** **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...
-
Financial Services Consultant, Tawau Branch My
7 months ago
Malaysia CIMB Group Full timeFinancial 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...
-
Financial Services Consultant, Jalan Satok Kuching
6 months ago
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...