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Financial Services Consultant, Taman Daya Johor Branch MY - Malaysia - CIMB THAI
Description
Job Description :
Key Responsibility
Sales Planning ' 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 activites to increase knowledge and skills. Update branch managers on status of activites and any issues when necessary.'
Sales Execution ' To actively market and sell Sunlife products to all customer
Actively involve 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.'
Customer Relations ' Handles custemer inquiries diligently, resolve of excalate the necessary to the relevant parties.
Develop and build long term business relationship with customers.'
Compliance ' To ensure the completeness and accurateness of customer's documents and information for sales execution and submission To perform housekeeping on business documentation efficiently.
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People Management ' To promote and encourage teamwork by: