Financial Services Consultant, Maju Utama Bukit Mertajam Branch MY (SLM)

Promote and professionally sell a wide range of Bancassurance products to the Bank's existing and potential customers

JOB DESCRIPTION

Job Title: Financial Service Consultant (FSC)

Unit : Respective Branches

Job Location: Branch

Job Title of Direct Superior : Branch Manager

Key Responsibilities

• 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.


• To actively involved in cross-product sales activities of to ensure optimal customer reach, product exposure and effective operations that optimize delivery to customer.


• Ensuring successfulness of all relevant sales campaign.


• Handles customer inquiries diligently, resolve of escalate the necessary to the relevant parties.


• Refer customer to the relevant officer’s 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.


• 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 timely manner.


• To strictly comply with 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 inquiries both from vertical and horizontals as well as audit etc.

Qualification *Note : The qualification indicated are the ideal requirements for the position. Exceptions may apply internally promoted staff based on performance

1.University Degree (preferably in business or accounting)*