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)*