Johor, Malaysia · On-site
Sales Planing • 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 oppo…
Skills: Sales, Customer Service, Financial Consulting, Lead Generation, Cross-selling
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
Stay tuned for more details on this role! In the meantime, explore other exciting Navigating My Career (NMC) features, including career paths, skill requirements and assessments, learning opportunities and many more
Skills: Relationship Management, Investment Products, Deposit Products, Client Retention, Financial Services
Petaling Jaya, Selangor, Malaysia · On-site
Oversee the day-to-day management of the branch and delivery of high-quality service to achieve customer service excellence and optimal profitability of business targets in line with CIMB Bank's strategic objectives
Skills: Branch Management, Customer Service, Business Development, Profitability Management, Strategic Planning
Petaling Jaya, Selangor, Malaysia · On-site
Perform branch operation transactions and provide efficient and effective service to achieve optimal customer satisfaction
Skills: Customer Service, Branch Operations, Transaction Processing, Investment Products, Deposit Products
Petaling Jaya, Selangor, Malaysia · On-site
"•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. •…
Skills: Bancassurance, Sales, Financial Consulting, Customer Service, Financial Advice
Muar, Johor, Malaysia · On-site
Actively retain & nurture existing Preferred base & promoting Bank's investment & deposit products and services by applying 'Farmer' concept • To service Preferred customers base above RM 250,000 • To promote the Bank's …
Skills: Relationship Management, Sales, Investment Products, Deposit Products, Customer Acquisition
Subang Jaya City Council, Selangor, Malaysia · On-site
"•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. •…
Skills: Bancassurance, Sales, Financial Consulting, Customer Service, Financial Advice
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
"•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. •…
Skills: Bancassurance, Sales, Financial Consulting, Customer Service, Financial Advice
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
Promote and professionally sell a wide range of Bancassurance products to the Bank's existing and potential customers
Skills: Bancassurance, Sales, Customer Service, Financial Consulting, Relationship Management
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
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…
Skills: Financial Consulting, Sales, Customer Service, Product Marketing, Consultative Selling
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
This role is responsible for providing day-to-day Shariah advice and consultancy for Consumer Banking, Commercial Banking, Transaction Banking, Wholesale Banking, and Treasury portfolios. It offers high-quality Shariah a…
Skills: Shariah Advisory, Islamic Banking, Consumer Banking, Commercial Banking, Transaction Banking
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
Promote and professionally sell a wide range of Bancassurance products to the Bank's existing and potential customers
Skills: Sales, Bancassurance, Financial Services, Customer Relationship Management, Product Promotion
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
Administer account opening activitiesand provide authorization to transact and validate branch operation transactions in accordance with the Banks' rules and procedures
Skills: Account Opening, Transaction Authorization, Branch Operations, Banking Procedures, Customer Service
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
Recruitment Analytics & Reporting: Manage recruitment data, prepare dashboards and reports, monitor hiring metrics, ensure data accuracy, and support ad-hoc reporting and data governance. Management Reporting: Prepare ma…
Skills: Recruitment Analytics, Data Reporting, Project Management, Talent Acquisition, Management Reporting
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
With operations that span 15 different markets across the region, the opportunity to expand your experience, test your capabilities, and exhibit your resilience is ample. #teamCIMB is always keen to welcome the ones who …
Skills: Rewards Management, Human Resources, Strategic Planning, Leadership, Performance Management
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
Stay tuned for more details on this role! In the meantime, explore other exciting Navigating My Career (NMC) features, including career paths, skill requirements and assessments, learning opportunities and many more With…
Skills: Rewards Management, Human Resources, Strategic Planning, Compensation Analysis, Performance Management
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
Assistant Sales Manager (Mortgage) Responsibilities: Sales of credit products such as mortgages and SME loans for convention and Islamic banking. Develop relationship and network with realtors, developers, and solicitors…
Skills: Sales, Mortgage lending, SME loans, Islamic banking, Relationship management
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
Assistant Sales Manager (Mortgage) Responsibilities: Sales of credit products such as mortgages and SME loans for convention and Islamic banking. Develop relationship and network with realtors, developers, and solicitors…
Skills: Sales, Mortgage lending, SME loans, Islamic banking, Relationship management
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
Accountability : Monitor, review and analyze performance to ensure results are on track and if not recommend solutions / action plan for rectification Achieve team level sales target of all assigned products, including c…
Skills: Sales management, Performance analysis, Team leadership, Recruitment, Mentoring
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
Accountability : Monitor, review and analyze performance to ensure results are on track and if not recommend solutions / action plan for rectification Achieve team level sales target of all assigned products, including c…
Skills: Sales management, Performance analysis, Team leadership, Recruitment, Mentoring
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The Personal Financial Consultant is responsible for actively marketing and selling core consumer products to branch walk-in customers. They must manage sales pipelines, build long-term customer relationships, and ensure compliance with bank policies and regulatory guidelines.
Candidates are expected to possess strong sales and consultative skills to identify and recommend appropriate financial products. They must also maintain accurate documentation and adhere to service level agreements for credit and wealth management applications.
| Sales Planing | • 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 con 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. |
| Sales Execution | • To actively market and sell CIMB's consumer products to all customers by : ─ Understading assessing customer's requirements and recommending appropriate consumer products. (using the relevant performance support tools : e.g. 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 atteding launch sites (e.g. produt roadshows) when reqiured. •To ensure turnaround time for credit, wealth and bancassurance applications and fullfillment 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. |
| Customer Relationship | • 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 inform Branch Manager, where appropriate. ─ Resolving customer's problems and complaints on sales - related matters and escalate unresolved complaints to Branch Managers on exception basis |
| Compliance | • 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 to the 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) |
| 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 a professional business image at all times through high standards of housekeeping and personal grooming • To participate in the Continuous Professional Development Program |
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.
View all jobs at CIMB BANK BERHADCIMB 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.
View all jobs at CIMB BANK BERHAD