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Personal Financial Consultant, 21 Jalan Ayer Itam Branch MY at CIMB Group Malaysia
George Town, Penang, Malaysia -
Full Time

Start Date

Immediate

Expiry Date

23 Apr, 26

Salary

0.0

Posted On

23 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Sales, Customer Service, Financial Products, Consultative Selling, Wealth Management, Loans, Bancassurance, Interpersonal Skills, Marketing, Lead Follow-Up, Target Achievement, Problem Solving, Independent Work, After Sales Service, Professional Advice, Customer Satisfaction

Industry

Banking

Description
Actively market and sell all core consumer products, primarily to branch walk-in customers, execute a consultative selling process, which involves identifying and recommending CIMB products to meet customers� financial needs Job Responsibilities: To promote and professionally sell a wide range of Wealth, Loans & Bancassurance products to the Bank’s existing and potential customers. To provide professional advice and on appropriate financial products based on customer needs. To ensure customer satisfaction and provide excellent after sales service. To plan and implement sales activities related to branch products. To act promptly on all leads and follow up activities. To achieve individual sales target and contribute towards the achievement of the branch target. Job Requirements: Candidate must possess at least an Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma, Professional Degree, in any field. Minimum 1 year of working experience in the branch environment will be added advantage. Result oriented, passionate with marketing and willing to adopt to new things. Ability to work independently with minimum supervision. Ability to deliver high quality customer service to external and internal customers. Possess good interpersonal skill and able to actively interact with all levels of customers. Candidate with full Insurance and UT license (FIMM) & Banca licenses will have an added advantage.
Responsibilities
The Personal Financial Consultant is responsible for promoting and selling a range of financial products to customers, ensuring their financial needs are met. They must also provide excellent after-sales service and achieve individual sales targets.