Senior Financial Services Consultant, Ipoh Garden Branch MY (SLM)

CIMB Group Holdings Berhad; Ipoh; On-site; MYR 36,000 - 48,000; Full time

Job summary

A major financial services provider in Ipoh is seeking a Senior Financial Services Consultant to promote and sell Bancassurance products to customers. The role involves providing professional financial advice, ensuring customer satisfaction, and achieving individual sales targets. Candidates should have a diploma/degree and strong networking and communication skills. This role offers a dynamic environment to make an impact while encouraging teamwork and professional growth.

Qualifications

• Minimum a diploma/degree in any field.
• Minimum STPM/SPM with credits in Bahasa Malaysia, English or Mandarin and Mathematics.
• Good networking skills and a customer-focused attitude.

Responsibilities

• Promote Bancassurance products to customers.
• Provide professional financial advice based on customer needs.
• Ensure customer satisfaction through excellent service.

Skills

Networking skills

Customer focus

Communication skills

Proactive

Result oriented

Education

Diploma/degree in any field

STPM/SPM with credits in required subjects

Tools

Microsoft Office

Job description

Senior Financial Services Consultant, Ipoh Garden Branch MY (SLM)

Job Purpose

To promote and professionally sell a wide range of Bancassurance products to the Bank’s mass and mass affluent customers.

To provide professional advice and on appropriate financial products based on customer needs.

To ensure customer satisfaction and provide excellent after sales services.

To work closely with Preferred Relationship Managers and Commercial Banking Relationship Managers for referral on potential affluent customers.

To plan and implement sales activities related to Bancassurance products.

To act promptly on all leads and follow up activities.

To achieve individual sales target and contribute towards the achievement of the region target.

Key Product

Bancassurance

Key Responsibility

Sales Planning

• To promote and professionally sell a wide range of Bancassurance life insurance products to the Bank’s existing and potential customers.
• To provide professional advice and on appropriate financial products based on customer need.
• To ensure customer satisfaction and provide excellent after sales service.
• To plan and implement sales activities related to Bancassurance products.
• To act promptly on all leads and follow‑up activities.
• To acquire good knowledge of Bancassurance products in the market.
• To achieve individual sales target and contribute towards the achievement of the branch target.
• Manage sales pipeline by participating in sales management routines.
• Keep abreast with accurate and updated information on products, services etc.
• Participate in CPD activities to increase knowledge and skills.
• Update branch managers on status of activities and any issues when necessary.

Sales Execution

• To actively market and sell Sunlife products to all customers.
• Actively involve in cross‑product sales activities to ensure optimal customer reach, product exposure and effective operations that optimize delivery to customer.
• Ensuring success of all relevant sales campaigns.

Customer Relations

• Handles customer inquiries diligently, resolves or escalates the necessary to the relevant parties.
• Refer customer to the relevant officers/sales person for other products and services.
• Resolve customer complaints and escalates to the respective parties where necessary.
• Develop and build long‑term business relationship with customers.

Compliance

• To ensure the completeness and accurateness of customer’s documents and information for sales execution and submission.
• To perform housekeeping on business documentation efficiently. Avoid exposure and exercise caution on all confidential information.
• To submit the necessary documentation to the relevant parties and follow‑up in a timely manner.
• To strictly comply with CIMB Bank's policies and procedures, including credit control procedures, audit compliance, BNM Guidelines etc.
• To comply with sales code of ethics and governance.
• To respond to compliance enquiries both from vertical and horizontal as well as audit etc.

People Management

• To promote and encourage teamwork by providing assistance to colleagues, branch lead generators, supervisors etc.
• Sharing knowledge and new ideas to the team.
• Maintaining conducive and professional working relationship with team and customers.
• To project a professional business image at all times through high standards of housekeeping and personal grooming.

Qualifications

• Minimum a diploma / degree in any field.
• Minimum STPM / SPM (must obtain credit either in Bahasa Malaysia, English or Mandarin and Mathematics).
• Good networking skills, customer focus, confident, proactive, and result oriented.
• Excellent communication skills, proficient in English and Bahasa Malaysia. Mandarin is preferable but optional.
• Computer literate (basic Microsoft Office).