Personal Finance Solutions Advisor

CIMB; Malaysia; On-site; MYR 36,000 - 60,000; Full time

Job summary

CIMB invites applications for a Personal Financial Consultant at Perling Branch. You will actively identify and pursue sales opportunities, manage leads, and support customer acquisition while aligning with branch and HQ plans.

You will maintain accurate customer and lead data, stay updated on CIMB products and market changes, and ensure compliant processing of applications and documentation to deliver excellent service.

Qualifications

• Active lead generation and prospecting to identify sales opportunities.
• Prompt follow-up on leads and outbound calling as required.
• Ability to cross-sell CIMB consumer products and maintain customer relationships.

Responsibilities

• Actively market and sell CIMB consumer products to customers.
• Maintain accurate customer and lead information and pipeline data.
• Ensure timely processing of credit, wealth and bancassurance applications with compliance.

Job description

CIMB invites applications for a Personal Financial Consultant at Perling Branch. You will actively identify and pursue sales opportunities, manage leads, and support customer acquisition while aligning with branch and HQ plans.

You will maintain accurate customer and lead data, stay updated on CIMB products and market changes, and ensure compliant processing of applications and documentation to deliver excellent service.