Personal Financial Consultant, Taman Selat Butterworth Branch MY

CIMB Group Holdings Berhad; Butterworth; On-site; MYR 42,000 - 56,000; Full time

Job summary

A leading financial institution in Penang is seeking a Personal Financial Consultant to actively market and sell core consumer products to branch walk-in customers. This role involves identifying customer financial needs and recommending products to fulfill those needs. Ideal candidates should have strong sales capabilities, good interpersonal skills, and at least an Advanced Diploma or Bachelor's Degree. Experience in the branch environment and customer service excellence are crucial for success in this position.

Qualifications

• Minimum 1 year of working experience in a branch environment is advantageous.
• Result oriented and passionate about marketing.
• Ability to work independently with minimal supervision.

Responsibilities

• Promote and sell a wide range of Wealth, Loans & Bancassurance products.
• Provide professional advice based on customer needs.
• Ensure customer satisfaction and provide excellent after-sales service.

Skills

Customer service

Interpersonal skills

Sales target achievement

Consultative selling

Education

Advanced/Higher/Graduate Diploma or Bachelor's Degree

Job description

Personal Financial Consultant, Taman Selat Butterworth 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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