Jawatan Kosong Personal Financial Consultant, Segamat Branch My Malaysia CIMB Group

Job Informations

Job Title : Personal Financial Consultant, Segamat Branch MY | Company : CIMB Group | Location : Malaysia | Pub Date : 29 Mei 2024

CIMB Group Vacancies Disember 2024 - CIMB Group is seeking the candidates to apply Jawatan Kosong Personal Financial Consultant, Segamat Branch MY, that will be placed in Malaysia. You will definitely get a better chance as well as safer dwell later on. Signing up for this business makes a person able to attain the goal easier and create the aim come true.

To produce this company vision and mission arrives on right CIMB Group is usually open on brand-new place as Mei 2024. All people who are considering answering this vacant, please take a part in this Jawatan Kosong Personal Financial Consultant, Segamat Branch MY recruitment. If you will be the one which can certainly load qualifications, you can look at more info about Jawatan Kosong Personal Financial Consultant, Segamat Branch MY below.

CIMB Group Jobs Disember 2024

Jawatan Kosong Personal Financial Consultant, Segamat Branch MY in Malaysia
KEY RESPONSIBILITIES
Sales Planing
  • To actively identify and pursue sales opportunity by :
  • Generating new leads through asking for referrals, networking with lawyers, real estate agents, data mining existing depositors for additional opportunities etc.
  • Following up on leads promptly
  • Executing requisite number of con calls.
  • Participating in sales activities / customer acquisition activities organised by Branch or HQ

  • To manage sales pipelines by:
  • Participating in sales management routines where sales activities and results will be reviewed with BM

  • To maintain accurate and updated information by:
  • Keeping abreast with updated product information and market changes (e.g. revised interest rate of CIMB products and competitors, equity, interest rate markets)
  • Maintaining accurate and updated information on customers.
  • Maintaining accurate and updated information on leads and pipeline reporting.

  • Sales Execution
  • To actively market and sell CIMB's consumer products to all customers by :
  • Understading assessing customer's requirements and recommending appropriate consumer products. (using the relevant performance support tools : e.g. Tactical Sales Tool, CPMS)
  • Actively cross - selling to CIMB's customers.

  • To execute sales based on customer request on timing

  • Referring new non-consumer lending opportunities to the appropriate units (e.g. SME desk, Business Banking)

  • To work with the branch sales team to execute marketing and sales plan communicated by the Branch Manager such as atteding launch sites (e.g. produt roadshows) when reqiured.

  • To ensure turnaround time for credit, wealth and bancassurance applications and fullfillment processes in system (straight Through and Forms) are within service levels agreed upon. Escalate to Branch Manager when necessary

  • To ensure completeness and accuracy of documentation or data entry upon submission or after sales services to Fulfillment Operations.

  • To comply with process and procedures for sales execution, appeals, discounts, redemption etc.

  • Customer Relationship
  • To build and maintain long-term and profitable relationships by:
  • Providing quality customer service that upholds customer waiting time.
  • Obtaining customer's feedback on sales - related matters and inform Branch Manager, where appropriate.
  • Resolving customer's problems and complaints on sales - related matters and escalate unresolved complaints to Branch Managers on exception basis

  • Compliance
  • To manage portfolio risk exposure for customers (only applicable when it is technology enabled)

  • To ensure that there are no discrepancies, exceptions and non-compliance when booking rates (e.g. Unit Trust, Currency and Treasury products)

  • 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 respond to compliance enquiries from Vertical line (BM, RD & CSD Head ) and Horizontal line (Segment Manager and Sales Segment Support Lead)

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

  • To participate in the Continuous Professional Development Program
  • As one of the leading companies in Malaysia, CIMB Group offers variety of opportunities for employees to grow and make them as future leaders of the professional and disciplined. CIMB Group also offers a dynamic work environment in order to encourage employees to give optimally, and at the same time, you are able to work up new experience and erudition through the company programs.

    If You are interested to submit an application for Jawatan Kosong Personal Financial Consultant, Segamat Branch MY Malaysia Mei 2024 by CIMB Group, please prepare requirements files and documents immediately. To apply by online, please click the "Apply" button below. If you still do not satisfy with a job recruitment above, you can try to read more jobs list in Malaysia region from another company below.

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