Personal Financial Consultant, Batu Berendam Branch My Malaysia Posted On ...

Cimb

Batu Berendam, Malacca

Sales Planing • 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 information on customers.
- Maintaining accurate and updated information on leads and pipeline reporting.
Sales Execution • To actively market and sell CIMB's consumer products to all customers by :
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