Senior Financial Services Consultant, Taman Equine Branch MY (SLM)

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
• 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.

• Handles customer inquiries diligently, resolve of escalate the necessary to the
• relevant parties.

• Refer customer to the relevant officer/ 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 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.
• To undertake special assignments ad-hoc functions as when required.

• 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.