Financial Services Consultant, Bahau Branch My (slm)

Malaysia, Malaysia

Job Description


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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.
Qualification *Note : The qualification indicated are the ideal requirements for the position. Exceptions may apply internally promoted staff based on performance

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.

CIMB

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Job Detail

  • Job Id
    JD901226
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Malaysia, Malaysia
  • Education
    Not mentioned