Job Description

:Personal Financial Consultant Job Responsibilities: \xef\x82\xb7 To promote and professionally sell a wide range of Wealth, Loans & Bancassurance products to the Bank\'s existing and potential customers. \xef\x82\xb7 To provide professional advice and on appropriate financial products based on customer needs. \xef\x82\xb7 To ensure customer satisfaction and provide excellent after sales service. \xef\x82\xb7 To plan and implement sales activities related to branch products. \xef\x82\xb7 To act promptly on all leads and follow up activities. \xef\x82\xb7 To achieve individual sales target and contribute towards the achievement of the branch target. Job Requirements: \xef\x82\xb7 Candidate must possess at least an Advanced/Higher/Graduate Diploma, Bachelor\'s Degree, Post Graduate Diploma, Professional Degree, in any field. \xef\x82\xb7 Minimum 1 year of working experience in the branch environment will be added advantage. \xef\x82\xb7 Result oriented, passionate with marketing and willing to adopt to new things. \xef\x82\xb7 Ability to work independently with minimum supervision. \xef\x82\xb7 Ability to deliver high quality customer service to external and internal customers. \xef\x82\xb7 Possess good interpersonal skill and able to actively interact with all levels of customers. \xef\x82\xb7 Candidate with full Insurance and UT license (FIMM) & Banca licenses will have an added advantage.
Customer Service Representative
Job Responsibilities:
To perform branch operation transactions and provide efficient and effective service to achieve optimal customer satisfaction
Operational Function
\xef\x82\xb7 To transact over-the-counter transactions on cash and non-cash transactions according to advice slips or other negotiable documents
\xef\x82\xb7 To record all transaction accurately and balance each day\'s operations
\xef\x82\xb7 To perform general administrative duties as required by the function
\xef\x82\xb7 To discharge duties instructed by immediate supervisor to serve business interests of the Bank
Customer Relationship
\xef\x82\xb7 To attend to customer requests, inquiries, problems and complaints by providing prompt and service to customers, escalate customer\'s feedback to higher authority for deliberation.
\xef\x82\xb7 To actively involve in cross product sales activities to ensure optimal customer reach.
\xef\x82\xb7 To maintain confidentiality of information and comply to standard operational procedures (SOPs) and to ensure regulatory requirements are met towards achieving operational excellent
\xef\x82\xb7 To perform other duties as assigned
Process and Compliance
\xef\x82\xb7 To maintain confidentiality of information and comply to standard operational procedures (SOPs) and to ensure regulatory requirements are met towards achieving operational excellent
\xef\x82\xb7 To perform other duties as assigned
Job Requirements:
\xef\x82\xb7 Certificate/Diploma or equivalent
\xef\x82\xb7 At least 1 to 2 years in relevant banking experience
\xef\x82\xb7 Computer literate
\xef\x82\xb7 Attention to detail and strong math aptitude
\xef\x82\xb7 Good Interpersonal skills -Friendly and polite
\xef\x82\xb7 Good personal attributes - Honest and able to work under pressure in a fast paced environment

CIMB