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...