Financial Services Consultant, CSD R5 - Bukit Tinggi Klang

About The Role

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
Actively involved 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.

Resolve customer complaints and escalate to the respective parties where necessary.
Develop and build long term business relationship with customers.

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 professional business image at all times through high standards of housekeeping and personal grooming.

To comply strictly to CIMB Bank's policies and procedures, including credit control procedures, audit compliance and BNM guidelines.
To comply with Code of Sales Ethics and Governance.
To respond to compliance enquires from Vertical line (BM, RD, Head of DC) and Horizontal line (Segment Manager and Sales Segment Support Lead)
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 on timely manner.

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