Financial Services Consultant, Sungai Besar Branch MY (SLM)

CIMB Group Holdings Berhad; Sungai Besar; On-site; MYR 40,000 - 60,000; Full time

Job summary

A leading Malaysian bank is seeking a motivated individual to promote and sell a wide range of Bancassurance life insurance products to existing and potential customers. The ideal candidate will provide professional financial advice, ensure customer satisfaction, and actively participate in sales activities. Strong communication skills and the ability to meet sales targets are essential for this role. This position offers an exciting opportunity to develop career in the financial services sector.

Qualifications

• Ability to provide professional advice tailored to customer needs.
• Strong communication and interpersonal skills.
• Proven ability to achieve sales targets.

Responsibilities

• Promote Bancassurance products to potential and existing customers.
• Provide excellent after-sales service to ensure customer satisfaction.
• Participate in sales activities and manage sales pipelines.
• Resolve customer inquiries and complaints efficiently.

Skills

Sales skills

Customer relationship management

Financial product knowledge

Teamwork

Job description

To promote and professionally sell a wide range of Bancassurance life insurance products to the Bank’s existing and potential customers.

Responsibilities

• 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 elevate the necessary to the

Refer customer to the relevant officer/ sales person for other products and services.

• Resolve customer complaints and elevate to the respective parties where necessary.
• Develop and build long term business relationship with customers.

Teamwork and Professional Image

• 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.

Compliance and Governance

• 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.

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