Financial Services Consultant, CSD R5 - Bukit Tinggi Klang Branch (SLM) MY

CIMB Group MalaysiaMalaysiaOn-siteFull-timeSenior, 5–8 yearsListed 1 week ago

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About this role

Job Purpose • To promote and professionally sell a wide range of Bancassurance products to the Bank’s mass and mass affluent customers.
• To provide professional advice and on appropriate financial products based on customer needs.
• To ensure customer satisfaction and provide excellent after sales services.
• To work closely with Preferred Relationship Managers and Commercial Banking Relationship Managers for referral on potential affluent customers.
• To plan and implement sales activities related to Bancassurance products.
• To act promptly on all leads and follow up activities.
• To achieve individual sales target and contribute towards the achievement of the region target."

Key Products • Bancassurance