Personal Financial Consultant, USJ 9 Subang Jaya Branch MY at CIMB Group Malaysia

Subang Jaya City Council, Selangor, Malaysia -

Full Time

Start Date

Immediate

Expiry Date

05 May, 26

Salary

0.0

Posted On

04 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Bancassurance Sales, Financial Product Advice, Customer Satisfaction, Sales Planning, Lead Follow-up, Product Knowledge, Sales Target Achievement, Sales Pipeline Management, Cross-Product Sales, Customer Inquiry Handling, Complaint Resolution, Relationship Building, Teamwork, Compliance Adherence, Consultative Selling, Document Management

Industry

Banking

Description

KEY RESPONSIBILITIES 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. 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. • 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. • To undertake special assignments ad-hoc functions as when required. 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. 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

Responsibilities

The primary duties involve promoting and professionally selling Bancassurance life insurance products to customers, providing tailored financial advice, and ensuring excellent after-sales service. Responsibilities also include planning sales activities, achieving individual and branch targets, and actively marketing specific company products.