Financial Services Consultant, Kota Kemuning Branch MY (SLM)

KEY RESPONSIBILITIES Sales Planning & Execution • 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 • 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. Customer Relationship • Handles customer inquiries diligently, resolve of escalate the necessary to the • relevant parties. • Refer customer to the relevant officer/ 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. People Management • 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. Others • To undertake special assignments ad-hoc functions as when required. Compliance • 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