Financial Services Consultant, Jalan Kuchai Lama Branch MY (SLM)

CIMB Group Holdings Berhad; Kuala Lumpur; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial institution is looking for a Sales Planning professional to sell Bancassurance products, provide customer advice, and ensure satisfaction. The role includes developing customer relationships, participating in teamwork, and maintaining compliance with bank policies. Experience in sales and strong communication skills are essential. The position is based in Kuala Lumpur, Malaysia, offering a dynamic work environment focused on sales performance.

Qualifications

• Experience in sales, preferably in financial services.
• Strong interpersonal and relationship-building skills.
• Ability to work in a team-oriented environment.

Responsibilities

• Promote and sell Bancassurance life insurance products.
• Provide professional advice based on customer needs.
• Handle customer inquiries and resolve complaints effectively.
• Ensure compliance with bank policies and sales codes.

Skills

Sales skills

Customer service orientation

Communication skills

Product knowledge

Job description

Sales Planning

• 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.

Sales Execution

• To actively market and sell Sunlife products to all customers.
• Actively involve in cross‑product sales activities to ensure optimal customer reach, product exposure and effective operations that optimize delivery to customer.
• Ensuring successfulness of all relevant sales campaigns.

Customer Relations

• Handles customer inquiries diligently, resolve of excalate the necessary to the relevant parties.
• Refer customer to the relevant officers sales person for other products and services.
• Resolve customer complaints and escalation to the respective parties where necessary.
• Develop and build long term business relationship with customers.

Compliance

• 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 in a timely manner.
• To strictly comply to CIMB Bank's policies and procedures, including credit control procedures, audit compliance, BNM Guidelines etc.
• To comply with sales code of ethics and governance.
• To respond to compliance enquiries both from vertical and horizontals as well as audit etc.

People Management

• To promote and encourage teamwork by providing assistance to colleagues, branch lead generators, supervisors etc.
• Sharing knowledge and new ideas to the team.
• Maintaining conducive and professional working relationship with team and customers.
• To project a professional business image at all times through high standards of housekeeping and personal grooming.