Sales Planning & Execution- To promote and professionally sell a wide range of Bancassurance lifeinsurance 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.- Customer Relationship- Handles customer inquiries diligently, resolve of escalate the necessary to the- relevant parties.- Refer customer to the relevant officer/ sales person for other products andservices.- Resolve customer complaints and escalate to the respective parties where necessary.- Develop and build long term business relationship with customers.- 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 professional business image at all times through high standards of housekeeping and personal grooming.- Others- To undertake special assignments ad-hoc functions as when required.- Compliance- 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.
