Financial Services Consultant, USJ 9 Subang Jaya Branch MY (SLM)

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

- 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.

- 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.

• 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 undertake special assignments ad-hoc functions as when required.

- 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