Financial Services Consultant, Segamat Branch My (slm)

Malaysia, Malaysia

Job Description


:Sales Planning "\xe2\x80\xa2 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 "\xe2\x80\xa2 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 "\xe2\x80\xa2 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 "\xe2\x80\xa2 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 "\xe2\x80\xa2 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."

CIMB

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Job Detail

  • Job Id
    JD1046735
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Malaysia, Malaysia
  • Education
    Not mentioned