Financial Services Consultant, Empire Gallery Subang Jaya Branch My (slm)

Malaysia, Malaysia

Job Description


: 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
  • 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.
  • 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.
  • 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.
  • To undertake special assignments ad-hoc functions as when required.
  • 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.

CIMB

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Job Detail

  • Job Id
    JD970567
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Malaysia, Malaysia
  • Education
    Not mentioned