Consultant jobs in Singapore

• To actively identify and pursue sales opportunity by:
  • Generating new leads through asking for referrals, networking with lawyers, real estate agents, data mining existing depositors for additional opportunities, etc.
  • Following up on leads promptly
  • Executing requisite number of connection calls
  • Participating in sales activities / customer acquisition activities organised by Branch or HQ
• To manage sales pipelines by:
  • Participating in sales management routines where sales activities and results will be reviewed with BM
• To maintain accurate and updated information by:
  • Keeping abreast with updated product information and market changes (e.g. revised interest rate of CIMB products and competitors, equity, interest rate markets)
  • Maintaining accurate and updated information on customers
  • Maintaining accurate and updated information on leads and pipeline reporting
• To actively market and sell CIMB's consumer products to all customers by:
  • Understanding and assessing customer's requirements and recommending appropriate consumer products (using the relevant performance support tools such as Tactical Sales Tool, CPMS)
  • Actively cross‑selling to CIMB's customers
• To execute sales based on customer request on timing
• Referring new non‑consumer lending opportunities to the appropriate units (e.g. SME desk, Business Banking)
• To work with the branch sales team to execute marketing and sales plan communicated by the Branch Manager such as attending launch sites (e.g. product roadshows) when required
• To ensure turnaround time for credit, wealth and bancassurance applications and fulfillment processes in system (straight through and forms) are within service levels agreed upon. Escalate to Branch Manager when necessary
• To ensure completeness and accuracy of documentation or data entry upon submission or after sales services to Fulfillment Operations
• To comply with process and procedures for sales execution, appeals, discounts, redemption, etc.

• To build and maintain long‑term and profitable relationships by:
  • Providing quality customer service that upholds customer waiting time
  • Obtaining customer's feedback on sales‑related matters and informing Branch Manager, where appropriate
  • Resolving customer's problems and complaints on sales‑related matters and escalating unresolved complaints to Branch Managers on an exception basis

• To manage portfolio risk exposure for customers (only applicable when it is technology enabled)
• To ensure that there are no discrepancies, exceptions and non‑compliance when booking rates (e.g. Unit Trust, Currency and Treasury products)
• 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 from Vertical line (BM, RD & CSD Head) and Horizontal line (Segment Manager and Sales Segment Support Lead)

• To encourage and promote teamwork within branch sales team by:
  • Providing assistance (training, knowledge sharing, covering of duties) to sales team members where necessary
  • Identifying and sharing new ideas and approaches for increasing sales and maximising customer experiences
  • Maintaining a conducive and professional working relationship within the sales team
• To project a professional business image at all times through high standards of housekeeping and personal grooming
• To participate in the Continuous Professional Development Program

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.