Banca Advisory Manager, CSD - Financial Services Consultant (Banca Advisory) MY (SLM)

3-5 years
a month ago
Job Description

Job Description :

Job Responsibilities

  • Promote and sell a wide range of Bancassurance products to the bank's affluent clients.
  • Work closely with PRM/PWRM to identify potential clients and develop sales leads.
  • Plan and execute sales activities, including cold calling, networking, and attending events.
  • Provide excellent customer service, including responding to inquiries, resolving complaints, and providing follow-up.
  • Achieve individual sales target and contribute to the achievement of the bank's Bancassurance goals.
  • Grow the Bancassurance penetration rate for the affluent segment.

Job Requirements

  • Advanced/Higher/Graduate Diploma, Bachelor Degree, Post Graduate Diploma, Professional Degree in any field.
  • Full insurance licenses (PCE Life, CEILLI, TBE) and professional qualification (RCF/CFP) will have added advantage.
  • Minimum 3 years of working experience in the banking environment with proven track record in Bancassurance sales.
  • Experience in serving bank preferred and high network clients.

CIMB Thai Bank Public Company Limited, previously known as Bank Thai Public Company Limited, was established in 1998 with the Financial Institutions Development Fund (FIDF) as the major shareholder. On 5 November 2008, CIMB Bank Berhad became the largest shareholder in Bank Thai and on 4 May 2009, the Bank completed the registration of its new name: "&#3608&#x3B;&#3609&#x3B;&#3634&#x3B;&#3588&#x3B;&#3634&#x3B;&#3619&#x3B; &#3595&#x3B;&#3637&#x3B;&#3652&#x3B;&#3629&#x3B;&#3648&#x3B;&#3629&#x3B;&#3655&#x3B;&#3617&#x3B;&#3610&#x3B;&#3637&#x3B; &#3652&#x3B;&#3607&#x3B;&#3618&#x3B; &#3592&#x3B;&#3635&#x3B;&#3585&#x3B;&#3633&#x3B;&#3604&#x3B; (&#3617&#x3B;&#3627&#x3B;&#3634&#x3B;&#3594&#x3B;&#3609&#x3B;)" in Thai and "CIMB Thai Bank Public Company Limited" in English. This name change reflects the official transition of Bank Thai from being a single company to a member of CIMB Group.

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