Personal Financial Consultant, Iconic Point Simpang Ampat Branch MY

Personal Financial Consultant, IconicPoint Simpang Ampat Branch MY

Malaysia

Job Description

Actively market and sell all core consumer products, primarily to branch walk‑in customers, and execute a consultative selling process, which involves identifying and recommending CIMB products to meet customers’ financial needs.

Key Products

• Retail Loan
• ASB Financing
• Personal Financing
• Wealth Management
• Credit Card
• Bancassurance

Key Responsibilities

• Sales Planning
  • Identify and pursue sales opportunities by generating new leads through referrals, networking with lawyers, real estate agents, data mining existing depositors, etc.; following up on leads promptly; executing required number of calls; and participating in sales and customer acquisition activities organized by Branch or HQ.
  • Manage sales pipelines by reviewing sales activities and results w...