Financial Services Consultant, Taman Melaka Raya Branch MY (SLM)

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