Financial Services Consultant, Casa Klang Branch My

5 months ago

Malaysia CIMB Group Full time

**Key Product **Bancassurance

**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 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 activites to increase knowledge and skills.
- Update branch managers on status of activites and any issues when necessary."

**Sales Execution **"- To actively market and sell Sunlife products to all customer
- Actively involve in cross-product sales activities of to ensure optimal customer reach, product exposure and effective operations that optimize delivery to customer.
- Ensuring successfullness of all relevant sales campaign."

**Customer Relations **"- Handles custemer inquiries diligently, resolve of excalate the necessary to the relevant parties.
- Refer customer to the relevant officers 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."

**Compliance **"- 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 relevants parties and follow-up on timely manner.
- 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 response to compliance enquires both from vertical and horizontals as well as audit etc."

**People Management **"- To promote and encourage teamwork by: - Providing assistance to colleagues, branch lead generators, supervisors etc.
- Sharing knowledge and new ideas to the team.
- Maintaining conducive and professional working relationship with team and customers.
- To project a professional business image at all times through high standards of housekeeping and personal grooming."

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