Sales Planning "• To promote and professionally sell a wide range of Bancassurance life insurance products to the Bank’s existing and potential customers.
• To provide professional advice and on appropriate financial products based on customer need.
• To ensure customer satisfaction and provide excellent after sales service.
• To plan and implement sales activities related to Bancassurance products.
• To act promptly on all leads and follow-up activities.
• To acquire good knowledge of Bancassurance products in the market.
• To achieve individual sales target and contribute towards the achievement of the branch target.
• Manage sales pipeline by participating in sales management routines.
• Keeping abreast with accurate and updated information on products, services etc.
• Participate in CPD activites to increase knowledge and skills.
• Update branch managers on status of activites and any issues when necessary."
Sales Execution "• To actively market and sell Sunlife products to all customer
• Actively involve in cross-product sales activities of to ensure optimal customer reach, product exposure and effective operations that optimize delivery to customer.
• Ensuring successfullness of all relevant sales campaign."
Customer Relations "• Handles custemer inquiries diligently, resolve of excalate the necessary to the relevant parties.
• Refer customer to the relevant officers sales person for other products and services.
• Resolve customer complaints and escalate to the respective parties where necessary.
• Develop and build long term business relationship with customers."
Compliance "• To ensure the completeness and accurateness of customer's documents and information for sales execution and submission
• To perform housekeeping on business documentation efficiently. Avoid exposure and exercise caution on all confidential information.
• To submit the necessary to the relevants parties and follow-up on timely manner.
• To strictly comply to the CIMB Bank's policies and procedures, including credit control procedures, audit compliance, BNM Guidelines etc.
• To comply with sales code of ethics and governance.
• To response to compliance enquires both from vertical and horizontals as well as audit etc."
People Management "• To promote and encourage teamwork by: - Providing assistance to colleagues, branch lead generators, supervisors etc.
• Sharing knowledge and new ideas to the team.
• Maintaining conducive and professional working relationship with team and customers.
• To project a professional business image at all times through high standards of housekeeping and personal grooming."