Financial Services Consultant, Taman Putra Branch MY (SLM)

CIMB

Summary

To promote and professionally sell a wide range of Bancassurance products to the Bank’s mass and mass affluent customers.

To provide professional advice and on appropriate financial products based on customer needs.
To ensure customer satisfaction and provide excellent after sales services.
To work closely with Preferred Relationship Managers and Commercial Banking Relationship Managers for referral on potential affluent customers.
To plan and implement sales activities related to Bancassurance products.
To act promptly on all leads and follow up activities.
To achieve individual sales target and contribute towards the achievement of the region target."

Promote and professionally sell a wide range of Bancassurance products to the Bank's existing and potential customers