Financial Services Consultant

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

Job summary

A leading banking institution in Malaysia is seeking a Financial Sales Consultant (FSC) to promote Bancassurance products to customers. The role requires excellent communication and networking skills, with a focus on ensuring customer satisfaction. Candidates should hold a degree in any discipline and be proficient in English and Bahasa Malaysia. This position also involves collaborating with team members to achieve sales targets and maintain a professional business image.

Qualifications

• Degree or diploma in any discipline is required.
• Proficient in English and Bahasa Malaysia; Mandarin is a plus.
• Strong customer service orientation is essential.

Responsibilities

• Promote Bancassurance products to existing and potential customers.
• Provide professional advice based on customer needs.
• Ensure customer satisfaction and excellent after-sales service.

Skills

Networking skills

Customer focus

Confident

Proactive

Result oriented

Excellent communication skills

Proficient in English

Proficient in Bahasa Malaysia

Basic Microsoft Office

Education

Degree in any discipline

Minimum diploma/degree in any field

Job description

Overview

Promote and professionally sell a wide range of Bancassurance products to the Bank's existing and potential customers.

Job Details

• Job Title FSC
• Grade U9-U8
• Location Branch
• Reports to Branch Manager

Job Purpose

• To promote and professionally sell a wide range of Bancassurance products to the Bank’s mass and mass affluent customers.
• To provide professional advice and on appropriate financial products based on customer needs.
• To ensure customer satisfaction and provide excellent after sales services.
• To work closely with Preferred Relationship Managers and Commercial Banking Relationship Managers for referral on potential affluent customers.
• To plan and implement sales activities related to Bancassurance products.
• To act promptly on all leads and follow up activities.
• To achieve individual sales target and contribute towards the achievement of the region target.

Key Product

• Bancassurance

Key Responsibilities

• 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 activites to increase knowledge and skills.
  • Update branch managers on status of activites and any issues when necessary.
• Sales Execution
  • To actively market and sell Sunlife products to all customer
  • 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 custemer 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 escalate 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 relevants parties and follow-up on timely manner.
  • To strictly comply to the 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 response to compliance enquires 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.

Education & Skills

• Education Degree in any discipline
• Minimum Qualifications Minimum a diploma / degree in any field.
• Skill
  • Good networing skills, customer focus, cofident, proactive, and result oriented
  • Excellent communication skills, profficient in English and Bahasa Malaysia. Mandarin is preferable but optional
  • Computer literate (e.g basic microsoft office)

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