Financial Services Consultant, Senai Branch My (Slm)

"- 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 activites to increase knowledge and skills.- Update branch managers on status of activites and any issues when necessary."**Sales Execution **"- To actively market and sell Sunlife products to all customer- Actively involve 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 Relations **"- Handles custemer inquiries diligently, resolve of excalate the necessary to the relevant parties.- Refer customer to the relevant officers 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."**Compliance **"- 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 relevants parties and follow-up on timely manner.- 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 response to compliance enquires both from vertical and horizontals as well as audit etc."**People Management **"- To promote and encourage teamwork by: - Providing assistance to colleagues, branch lead generators, supervisors etc.- Sharing knowledge and new ideas to the team.- Maintaining conducive and professional working relationship with team and customers.- To project a professional business image at all times through high standards of housekeeping and personal grooming."