Financial Services Consultant, Jalan Tun Ismail
2 weeks ago
**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.
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