Consultative Banking Sales Advisor

CIMB Group Holdings Berhad; Kuala Kangsar; On-site; MYR 40,000 - 60,000; Full time

Job summary

A leading financial institution in Malaysia is seeking a Personal Financial Consultant (PFC) to actively market and sell consumer products primarily to branch walk-in customers. The role involves managing sales pipelines and generating leads through various channels. Ideal candidates will have a degree in business or accounting and possess strong networking skills, as well as excellent communication abilities in English and Bahasa Malaysia. This position requires a proactive and customer-focused approach to achieve sales targets.

Qualifications

• University Degree preferred in business or accounting; banking diploma with 3 years related experience considered.
• 2-3 years banking/sales marketing experience preferred; fresh graduates may be considered.
• Good networking skills and customer focus are essential.
• Excellent communication skills, proficient in English and Bahasa Malaysia.
• Good business etiquette and image required.

Responsibilities

• Generate new leads through referrals and networking.
• Manage sales pipelines and participate in sales activities.
• Market and sell CIMB's consumer products to all customers.
• Build and maintain long-term profitable relationships with customers.

Skills

Networking skills

Customer focus

Proactive

Results oriented

Excellent communication skills

Computer skills

Education

University Degree (preferably in business or accounting)

Banking diploma with 3 years relevant banking experience

Tools

Microsoft Office

Job description

A leading financial institution in Malaysia is seeking a Personal Financial Consultant (PFC) to actively market and sell consumer products primarily to branch walk-in customers. The role involves managing sales pipelines and generating leads through various channels. Ideal candidates will have a degree in business or accounting and possess strong networking skills, as well as excellent communication abilities in English and Bahasa Malaysia. This position requires a proactive and customer-focused approach to achieve sales targets.