Personal Financial Consultant, Sungai Bakap Branch MY

CIMB Group Holdings Berhad; Seberang Perai; On-site; MYR 150,000 - 200,000; Full time

Job summary

A financial services institution in Malaysia is seeking a Personal Financial Consultant for the Sungai Bakap Branch. The role involves actively marketing and selling core consumer products to walk-in customers, providing professional financial advice based on customer needs, and ensuring customer satisfaction. The ideal candidate should hold at least a Bachelor's degree and have a year of experience, along with strong interpersonal skills and a passion for marketing. This position offers an opportunity to achieve individual sales targets and contribute to the branch's overall success.

Qualifications

• Minimum 1 year of working experience in a branch environment is an added advantage.
• Result-oriented and passionate about marketing.
• Ability to work independently with minimum supervision.

Responsibilities

• Promote and sell a range of Wealth, Loans & Bancassurance products.
• Provide professional advice on appropriate financial products.
• Ensure customer satisfaction and excellent after-sales service.
• Plan and implement sales activities related to branch products.
• Achieve individual sales targets and contribute to branch targets.

Skills

Customer service

Sales experience

Interpersonal skills

Adaptability

Marketing knowledge

Education

Advanced/Higher/Graduate Diploma or Bachelor's Degree

Job description

Personal Financial Consultant, Sungai Bakap 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.