Personal Financial Consultant, Bandar Sri Damansara Branch MY

CIMB; Petaling Jaya; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial institution in Petaling Jaya is seeking a Sales Representative to actively market and sell consumer products, ensuring compliance with sales processes. The ideal candidate will engage with customers, assess needs, and collaborate with the sales team to achieve targets. This full-time role demands strong customer focus and meticulous documentation skills.

Responsibilities

• Market and sell consumer products by assessing customer requirements.
• Cross-sell to existing customers.
• Execute sales based on customer requests.
• Refer lending opportunities to appropriate units.
• Work with sales team to execute marketing plans.
• Ensure turnaround time for applications is within service levels.
• Ensure accuracy of documentation or data entry.
• Comply with sales processes and procedures.

Job description

Job Description

• Actively market and sell CIMB's consumer products to customers by assessing requirements and recommending appropriate consumer products, using relevant performance support tools (e.g., Tactical Sales Tool, CPMS).
• Actively cross-sell to CIMB's customers.
• Execute sales based on customer requests on timing.
• Refer new non-consumer lending opportunities to the appropriate units (e.g., SME Desk, Business Banking).
• Work with the branch sales team to execute marketing and sales plans communicated by the Branch Manager, such as attending launch sites (e.g., product roadshows) when required.
• Ensure turnaround time for credit, wealth and bancassurance applications and fulfillment processes in the system (Straight Through Processing and Forms) are within service levels agreed upon; escalate to Branch Manager when necessary.
• Ensure completeness and accuracy of documentation or data entry upon submission or after sales services to Fulfillment Operations.
• To comply with processes and procedures for sales execution, appeals, discounts, redemption, etc.

Job Info

• Job Identification 31497
• Job Category Sales
• Posting Date 08/21/2025, 02:13 PM
• Apply Before 10/31/2025, 02:13 PM
• Job Schedule Full time