Personal Financial Consultant, Pelabuhan Klang Branch MY

KEY RESPONSIBILITIES

• 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.

Participating in sales management routines where sales activities and results will be reviewed with BM

Keeping abreast with updated product information and market changes (e.g. revised interest rate of CIMB products and competitors, equity, interest rate markets)

Understanding assessing customer's requirements and recommending appropriate consumer products. (using the relevant performance support tools : e.g. Tactical Sales Tool, CPMS)

Providing quality customer service that upholds customer waiting time.

Providing assistance (e.g. training, knowledge sharing, covering of duties ) to sales team members where necessary

Actively market and sell all core consumer products, primarily to branch walk-in customers, execute a consultative selling process, which involves identifying and recommending CIMB products to meet customers’ financial needs

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