Personal Financial Consultant, Jalan Kuning Dua Taman Pelangi Branch MY

Malaysia

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Job Description

Sales Planning

• To actively identify and pursue sales opportunity by :
  • Generating new leads through asking for referrals, networking with lawyers, real estate agents, data mining existing depositors for additional opportunities etc.
  • Following up on leads promptly
  • Executing requisite number of con calls.
  • Participating in sales activities / customer acquisition activities organised by Branch or HQ
• To manage sales pipelines by :
  • Participating in sales management routines where sales activities and results will be reviewed with BM
• To maintain accurate and updated information by :
  • Keeping abreast with updated product information and market changes (e.g. revised interest rate of CIMB products and competitors, equity, interest rate markets)
  • Maintaining accurate and updated info...