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Personal Financial Consultant, Jalan Kuning Dua Taman Pelangi Branch MY

Company

CIMB

Location

, , malaysia, , , malaysia

Posted

July 16, 2026

Position Overview

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...

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