About this role
Promote and professionally sell a wide range of Bancassurance products to the Bank's existing and potential customers
JOB DESCRIPTION
Job Title: Financial Service Consultant (FSC)
Unit : Respective Branches
Job Location: Branch
Job Title of Direct Superior : Branch Manager
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. • To actively involved in cross-product sales activities of to ensure optimal customer reach, product exposure and effective operations that optimize delivery to customer. • Ensuring successfulness of all relevant sales campaign. • Handles customer inquiries diligently, resolve of escalate the necessary to the relevant parties. • Refer customer to the relevant officer’s 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 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 timely manner. • To strictly comply with 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 response to compliance inquiries both from vertical and horizontals as well as audit etc.
Qualification *Note : The qualification indicated are the ideal requirements for the position. Exceptions may apply internally promoted staff based on performance
1.University Degree (preferably in business or accounting)*