Financial Services Consultant, Jalan Dato Hamzah Klang Branch MY (SLM) at CIMB Group Malaysia

Klang City, Selangor, Malaysia -

Full Time

Start Date

Immediate

Expiry Date

21 Aug, 26

Salary

0.0

Posted On

23 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Bancassurance Sales, Financial Planning, Customer Relationship Management, Sales Pipeline Management, Cross-selling, Financial Advisory, Compliance, After-sales Service, Lead Management, Teamwork

Industry

Banking

Description

KEY RESPONSIBILITIES Sales Planning & Execution * 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. Customer Relationship * 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. People Management • 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. Others • To undertake special assignments ad-hoc functions as when required. Compliance * 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.

Responsibilities

Promote and sell Bancassurance life insurance products to existing and potential bank customers while providing professional financial advice. Manage the sales pipeline, achieve individual and branch targets, and maintain strong long-term customer relationships.