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Personal Financial Consultant, Taman Maluri Branch MY
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
Entry level
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 n…
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 n…
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Full-time
Posted 35d ago
Apply by Aug 7
~40 hrs/week
Responsibilities
The role focuses on achieving sales and cross-sell targets for assigned products while maintaining high service quality for customers. Responsibilities include identifying new customer bases and performing initial credit screenings for loan submissions.
Requirements
Candidates must be able to diligently handle customer enquiries and strictly comply with bank policies and compliance guidelines. The role requires a focus on generating sales and maintaining a referral base.
Full job description
Achieve sales target including cross sell target of all assigned products
Maintain good relationship with customers and high standard of service quality at all times
Handle customer enquiries diligently and efficiently
Identify,
solicit and maintain new customer and referral base
Comply strictly to CIMB bank’s policies , including all compliance procedures and guidelines
Submit quality and non fraudulent loans by performing initial credit screening
To achieve sales target allocated by management
To generate sales for respective products according to target assigned by management
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.