Personal Financial Consultant, Sarikei Branch My Malaysia Posted On // Be...

Cimb

Sarikei, Sarawak

JOB TITTLE PERSONAL FINANCIAL CONSULTANT (PFC)
Reports To: Branch Manager
Other Reporting Relationship: Segment Manager Job Purpose Actively market and sell all core consumer products, primarily to branch walk-in customers.
The Personal Financial Consultant executes a consultative selling process, which involves identifying and recommending CIMB products to meet customer's financial needs.

Key Products • Retail Loan
• ASB Financing
• Personal Financing
• Wealth Management
• Credit Card
• Bancassurance
KEY RESPONSIBILITIES Sales Planing 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.
Following 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:
Participating in sales management routines... More Detail

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