Financial Services Consultant, Kota Kemuning Branch
4 weeks ago
**KEY RESPONSIBILITIES**
- 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 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
- Actively involved 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 Relationship- Handles customer inquiries diligently, resolve of escalate the necessary to the
- relevant parties.
- Refer customer to the relevant officer/ 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.
- 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 professional business image at all times through high standards of housekeeping and personal grooming.
- Others- To undertake special assignments ad-hoc functions as when required.
- Compliance- To comply strictly to CIMB Bank's policies and procedures, including credit control procedures, audit compliance and BNM guidelines.
- To comply with Code of Sales Ethics and Governance.
- To respond to compliance enquires from Vertical line (BM, RD, Head of DC) and Horizontal line (Segment Manager and Sales Segment Support Lead)
- 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 on timely manner.
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