Personal Financial Consultant, Bandar Sri Damansara Branch MY
- Malaysia
- Permanent
- Full-time
- To actively market and sell CIMB's consumer products to all customers by :
─Actively cross - selling to CIMB's customers.
- To execute sales based on customer request on timing
- Referring new non-consumer lending opportunities to the appropriate units (e.g. SME desk, Business Banking)
- To work with the branch sales team to execute marketing and sales plan communicated by the Branch Manager such as atteding launch sites (e.g. produt roadshows) when reqiured.
- To ensure turnaround time for credit, wealth and bancassurance applications and fullfillment processes in system (straight Through and Forms) are within service levels agreed upon.
- To ensure completeness and accuracy of documentation or data entry upon submission or after sales services to Fulfillment Operations.
- To comply with process and procedures for sales execution, appeals, discounts, redemption etc.