Personal Financial Consultant – CIMB Group Holdings Berhad
Role Summary
The Personal Financial Consultant is responsible for promoting and selling a variety of Wealth, Loans, and Bancassurance products to customers. This role involves providing tailored professional advice to meet customer needs and achieving sales targets through effective planning and follow-up.
Job Description
As a Personal Financial Consultant, you will engage with existing and potential customers in a dynamic work environment focused on financial solutions. Your day-to-day activities will include advising clients, managing sales activities, and ensuring customer satisfaction.
Key Responsibilities:
- Promote and sell Wealth, Loans, and Bancassurance products.
- Provide professional financial advice tailored to customer needs.
- Ensure customer satisfaction through effective communication.
- Achieve sales targets through strategic planning and follow-up.
- Build and maintain strong relationships with clients.
- Conduct market research to identify potential customers.
- Collaborate with team members to enhance service delivery.
Job Requirements
Candidate must possess at least an Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma, or Professional Degree in any field.
Minimum 1 year of working experience in a branch environment is an advantage.
Must have a full Insurance and UT license (FIMM) & banca licenses for added advantage.
Strong interpersonal skills and ability to interact with all customer levels.
Result-oriented and passionate about marketing.
Quick Info
Company
CIMB Group Holdings Berhad
Location
Kuala Lumpur
Salary
Undisclosed
Skills Required
6 skills
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Required Skills
Sales
Customer Service
Financial Advisory
Relationship Management
Communication
Market Research
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