Personal Financial Consultant, Pelabuhan Klang Branch MY
CIMBPort Klang, Selangor, Malaysia30+ hari lalu
Penerangan pekerjaanFollowing 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 : To maintain accurate and updated information by : Maintaining accurate and updated information on customers. Maintaining accurate and updated information on leads and pipeline reporting. To actively market and sell CIMB's consumer products to all customers by : 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 attending launch sites (e.g. product roadshows) when required. To ensure turnaround time for credit, wealth and bancassurance applications and fulfillment 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. To build and maintain long-term and profitable relationships by : 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 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) To encourage and promote teamwork within branch sales team by : 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
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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Financial Consultant • Port Klang, Selangor, Malaysia
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