Financial Services Consultant, Bandar Baru Permas
6 days ago
**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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Teller (Kulai Baru)
2 days 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...
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Malaysia CIMB Group Full timeKEY RESPONSIBILITIES- Sales Planning & Execution- To service Preferred customers base above RM 250,000 - To actively acquire New-to-Bank (NTB) and New-to-Preferred (NTP) customers. - To promote Bank's other products and services that management may deem relevant to distribute to Preferred customers via sales referrals. - To provide fast and convenient...
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Financial Services Consultant
2 days ago
Bandar Malaysia, Kuala Lumpur CIMB Bank Berhad Full time 40,000 - 60,000 per yearReady to grow your career in banking? We're hiring Financial Services Consultants Nationwide to join our dynamic teamJob DescriptionTo 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...
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Malaysia CIMB Group Full time 40,000 - 60,000 per yearDescriptionActively market and sell all core consumer products, primarily to branch walk-in customers, execute a consultative selling process, which involves identifying and recommending CIMB products to meet customers� financial needs
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Malaysia CIMB Group Full time 60,000 - 120,000 per yearDescriptionJOB DESCRIPTION FINANCIAL SERVICES CONSULTANT1. To promote and professionally sell a wide range of Bancassurance life insurance products to the Bank's existing and potential customers. 2. To provide professional advice and on appropriate financial products based on customer need. 3. To ensure customer satisfaction and provide excellent after...
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Financial Services Representative
2 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:...
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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
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Malaysia CIMB Group Full time 100,000 - 120,000 per yearDescriptionLead and manage all branch staff to deliver consistent Customer Experience and to achieve optimal profitability as well as business targets in line with CIMB Bank's strategic objectivesJOB DESCRIPTION JOB TITLE : BRANCH MANAGER (BM)Grade : U6.SLocation : BranchReports To : Regional DirectorOthers Reporting & Relationship - Subordinates 1....
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Malaysia CIMB Group Full time 40,000 - 60,000 per yearDescriptionActively 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.
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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...
