Personal Banking Sales Consultant

CIMB; Malaysia; On-site; MYR 33,000 - 67,000; Full time

Job summary

CIMB Malaysia in Kuala Lumpur seeks a Sales Planner to actively market consumer banking products to branch walk-in customers and engage in consultative selling. You will identify and pursue sales opportunities, manage pipelines, and ensure timely processing of credit and wealth applications while maintaining accurate customer data and compliance with policies.

The role emphasizes cross-selling, collaboration with the branch team, and ongoing professional development within CIMB's branch network,

Qualifications

• Sales and relationship building experience.
• Understanding of banking product features and upselling.
• Ability to manage customer inquiries and resolve problems.

Responsibilities

• Active identification and pursuit of sales opportunities including referrals and lead generation.
• Follow-up on leads promptly and execute required number of sales calls.
• Market and sell CIMB consumer products to branch customers and cross-sell.
• Manage sales pipelines and keep customer data and leads updated.
• Coordinate with Branch Manager and other units to ensure timely processing of applications.
• Maintain accurate documentation and ensure compliance with policies.
• Build long-term profitable relationships through quality service and feedback collection.

Job description

CIMB Malaysia in Kuala Lumpur seeks a Sales Planner to actively market consumer banking products to branch walk-in customers and engage in consultative selling. You will identify and pursue sales opportunities, manage pipelines, and ensure timely processing of credit and wealth applications while maintaining accurate customer data and compliance with policies.

The role emphasizes cross-selling, collaboration with the branch team, and ongoing professional development within CIMB's branch network,