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Personal Financial Consultant, Bandar Sri Damansara Branch MY at CIMB Group Malaysia

, , Malaysia -

Full Time

Start Date

Immediate

Expiry Date

09 Mar, 26

Salary

0.0

Posted On

09 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Customer Service, Cross-Selling, Credit Applications, Wealth Management, Bancassurance, Documentation, Data Entry, Marketing, Consumer Products, Performance Support Tools, Team Collaboration, Process Compliance, Opportunity Referral, Service Level Adherence, Fulfillment Operations

Industry

Banking

Description

• To actively market and sell CIMB's consumer products to all customers by : ─ Understading assessing customer's requirements and recommending appropriate consumer products. (using the relevant performance support tools : e.g. Tactical Sales Tool, CPMS) ─Actively cross - selling to CIMB's customers. •To execute sales based on customer request on timing •Referring new non-consumer lending opportunities to the appropriate units (e.g. SME desk, Business Banking) •To work with the branch sales team to execute marketing and sales plan communicated by the Branch Manager such as atteding launch sites (e.g. produt roadshows) when reqiured. •To ensure turnaround time for credit, wealth and bancassurance applications and fullfillment processes in system (straight Through and Forms) are within service levels agreed upon. Escalate to Branch Manager when necessary •To ensure completeness and accuracy of documentation or data entry upon submission or after sales services to Fulfillment Operations. •To comply with process and procedures for sales execution, appeals, discounts, redemption etc.

Responsibilities

The Personal Financial Consultant is responsible for marketing and selling CIMB's consumer products by understanding customer requirements and executing sales based on requests. They will also collaborate with the branch sales team to implement marketing plans and ensure compliance with sales processes.