Financial Services Consultant, Bercham Branch MY (SLM)
Ipoh, Perak, Malaysia · On-site
Entry level
Promote and professionally sell a wide range of Bancassurance products to the Bank's existing and potential customers Job Title FSC Grade U9-U8 Location Branch Reports to Branch Manager Subordinates N/A Job Purpose •To p…
Skills: Networking Skills, Customer Focus, Communication Skills, English Proficiency, Bahasa Malaysia Proficiency
Are you ready to get ahead in your career? We want to empower you to turn your ambitions into achievements.We thrive in inclusiveness, diversity and embrace close collaborations for you to create impact for yourself and …
WHO WE ARE: As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, …
WHO WE ARE: As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, …
Emerging Business Sales - Business Development Manager / Account Manager
Ipoh, Perak, Malaysia · On-site
Mid level$1.0B raised
WHO WE ARE: As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, …
About The Role Job Summary Ensure company products are properly stocked & displayed at retailer store front. General Responsibilities • Responsible to ensure product availability, product visibility and optimized promoti…
Some careers open more doors than others. If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC. At HSBC, our purpose is opening up a world of opportunity…
Emerging Business Sales - Business Development Manager / Account Manager
Ipoh, Perak, Malaysia · On-site
Mid level$1.0B raised
WHO WE ARE: As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, …
Key Responsibilities: International Business Development & Market Expansion Develop and execute global export sales strategies to drive revenue growth and expand market presence across existing and emerging international…
Skills: International Business Development, Export Sales Strategy, Distributor Management, Key Account Management, Market Research
Company: 2201 United Overseas Bank (Malaysia) Bhd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia…
Job Description Here's a job description for a Personal Financial Consultant at RHB Bank Berhad: Personal Financial Consultant Company:** RHB Bank Berhad --- Job Summary The Personal Financial Consultant at RHB Bank Berh…
Financial Services Consultant, Jalan Gopeng Ipoh Branch MY (SLM)
Ipoh, Perak, Malaysia · On-site
Entry level
Job Title FSC Grade U9-U8 Location Branch Reports to Branch Manager Subordinates N/A Job Purpose •To promote and professionally sell a wide range of Bancassurance products to the Bank’s mass and mass affluent customers. …
Skills: Networking Skills, Customer Focus, Communication Skills, English Proficiency, Bahasa Malaysia Proficiency
Financial Services Consultant, Bercham Branch MY (SLM)
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
bachelor degree
Posted 22d ago
Apply by Aug 21
~40 hrs/week
Responsibilities
Promote and sell Bancassurance products to mass and mass affluent customers while providing professional financial advice. Manage the sales pipeline, ensure customer satisfaction, and comply with bank policies and regulatory guidelines.
Requirements
Requires a minimum of a diploma or degree in any field, or STPM/SPM with credits in Mathematics and a language. Candidates should be proactive, result-oriented, and proficient in English and Bahasa Malaysia.
Full job description
Promote and professionally sell a wide range of Bancassurance products to the Bank's existing and potential customers
Job Title FSC
Grade U9-U8
Location Branch
Reports to Branch Manager
Subordinates N/A
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.
Keeping abreast with accurate and updated information on products, services etc.
Participate in CPD activites to increase knowledge and skills.
Update branch managers on status of activites and any issues when necessary."
Sales Execution "• To actively market and sell Sunlife products to all customer
Actively involve 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 Relations "• Handles custemer inquiries diligently, resolve of excalate the necessary to the relevant parties.
Refer customer to the relevant officers 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."
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 to the relevants parties and follow-up on timely manner.
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 response to compliance enquires both from vertical and horizontals 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."
Qualification 1. Fresh graduate
2. Minimum a diploma / degree in any field.
3. Minimum STPM / SPM (must obtain credit either in Bahasa Malaysia, English or Mandarin and Mathematics)"
Education Degree in any discipline
Skill "1. Good networing skills, customer focus, cofident, proactive, and result oriented
2. Excellent communication skills, profficient in English and Bahasa Malaysia. Mandarin is preferable but optional
3. Good business ettiquette and image
4. Computer literate (e.g basic microsoft office)"
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.
How many Sales jobs are open in Ipoh, Malaysia right now?
There are currently 32 open sales positions in Ipoh, Malaysia listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Ipoh, Malaysia?
Companies currently hiring include CIMB BANK BERHAD, OCBC, HSBC, RHB Banking Group, Abbott, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Sales jobs in Ipoh, Malaysia?
Yes — 1 of the 32 open sales positions offer remote or hybrid work (0 remote, 1 hybrid).
How do I apply for Sales jobs in Ipoh, Malaysia?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.