Personal Financial Consultant, 21 Jalan Ayer Itam Branch MY

CIMB Group Holdings Berhad; George Town; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial services group in George Town is seeking a Personal Financial Consultant. Your primary responsibility will be to market and sell a variety of financial products to branch customers while ensuring exceptional service and satisfaction. The ideal candidate should possess at least a Diploma or Bachelor's degree, a strong sales orientation, and interpersonal skills. This role offers growth opportunities in a dynamic branch environment.

Qualifications

• Minimum 1 year of working experience in a branch environment is preferred.
• Willingness to learn and adapt quickly to new practices.
• Ability to work independently with minimal supervision.

Responsibilities

• Promote and sell a range of financial products to customers.
• Advise customers based on their financial needs.
• Ensure high customer satisfaction and provide excellent after-sales service.
• Plan and implement sales activities effectively.
• Follow up promptly on all leads.
• Achieve sales targets and contribute to branch goals.

Skills

Interpersonal skills

Customer service

Sales orientation

Education

Advanced/Higher/Graduate Diploma or Bachelor's Degree

Job description

Personal Financial Consultant, 21 Jalan Ayer Itam Branch MY

Actively market and sell all core consumer products, primarily to branch walk-in customers, execute a consultative selling process, which involves identifying and recommending CIMB products to meet customers' financial needs

Job Responsibilities:

• To promote and professionally sell a wide range of Wealth, Loans & Bancassurance products to the Bank’s existing and potential customers.
• To provide professional advice and on appropriate financial products based on customer needs.
• To ensure customer satisfaction and provide excellent after sales service.
• To plan and implement sales activities related to branch products.
• To act promptly on all leads and follow up activities.
• To achieve individual sales target and contribute towards the achievement of the branch target.

Job Requirements:

• Candidate must possess at least an Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma, Professional Degree, in any field.
• Minimum 1 year of working experience in the branch environment will be added advantage.
• Result oriented, passionate with marketing and willing to adopt to new things.
• Ability to work independently with minimum supervision.
• Ability to deliver high quality customer service to external and internal customers.
• Possess good interpersonal skill and able to actively interact with all levels of customers.
• Candidate with full Insurance and UT license (FIMM) & Banca licenses will have an added advantage.

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