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Personal Financial Consultant, Jalan Kuning Dua Taman Pelangi Branch MY
CIMB
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, , malaysia, Malaysia
Location
, , malaysia
Posted
June 24, 2026
Commute
Local Area
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This job is in your area. Enjoy a short commute and work close to home.
Job Description
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...