Financial Services Consultant, Kulai 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