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Financial Services Consultant, Glenmarie 8 Branch MY (SLM)
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Full-time
Posted 2h ago
~40 hrs/week
Responsibilities
The consultant is responsible for promoting and selling Bancassurance life insurance products to bank customers while providing professional financial advice. They must also manage sales pipelines, achieve individual and branch sales targets, and maintain strong customer relationships.
Requirements
Candidates are expected to have strong sales and interpersonal skills to effectively market products and resolve customer inquiries. They must also strictly adhere to bank policies, audit compliance, and regulatory guidelines.
Full job description
KEY RESPONSIBILITIES
Sales Planning & Execution
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.
Keeping 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."
To actively market and sell Sunlife products to all customer
Actively involved in cross-product sales activities of to ensure optimal customer reach, product exposure and effective operations that optimize delivery to customer.
Ensuring successfullness of all relevant sales campaign.
Customer Relationship
Handles customer inquiries diligently, resolve of escalate the necessary to the
relevant parties.
Refer customer to the relevant officer/ sales person for other products and
services.
Resolve customer complaints and escalate to the respective parties where necessary.
Develop and build long term business relationship with customers.
People Management
• To encourage and promote teamwork within branch sales team by :
- Providing assistance (e.g. 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 professional business image at all times through high standards of housekeeping and personal grooming.
Others
• To undertake special assignments ad-hoc functions as when required.
Compliance
To comply strictly to CIMB Bank's policies and procedures, including credit control procedures, audit compliance and BNM guidelines.
To comply with Code of Sales Ethics and Governance.
To respond to compliance enquires from Vertical line (BM, RD, Head of DC) and Horizontal line (Segment Manager and Sales Segment Support Lead)
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 to the relevant parties and follow-up on timely manner.
CIMB Group is a leading focused ASEAN bank and one of the region’s foremost corporate advisors. It is also a world leader in Islamic finance. The Group is headquartered in Kuala Lumpur, Malaysia, and offers consumer banking, commercial banking, investment banking, Islamic banking and asset management products and services. It is the fifth largest banking group by assets in ASEAN and, as at the end of March 2022, had around 33,000 staff and over 18 million customers.
CIMB Group is a leading focused ASEAN bank and one of the region’s foremost corporate advisors. It is also a world leader in Islamic finance. The Group is headquartered in Kuala Lumpur, Malaysia, and offers consumer banking, commercial banking, investment banking, Islamic banking and asset management products and services. It is the fifth largest banking group by assets in ASEAN and, as at the end of March 2022, had around 33,000 staff and over 18 million customers.