[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All CIMB Group Holdings jobs](https://jobs.opennash.com/companies/cimb-group-holdings/) · [Search jobs](/search/) CIMB Group Holdings · Malaysia # Senior Financial Services Consultant, Banting Branch MY (SLM) Malaysia Full-time Senior individual contributor Finance & Accounting Listed on CIMB Group Holdings’s official careers site. Posted August 5, 2026. Check that it is still open and apply there. [Apply on CIMB Group Holdings’s careers site →](https://ejox.fa.ap1.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/36710) [OpenNash Jobs](https://jobs.opennash.com/) / [CIMB Group Holdings](https://jobs.opennash.com/companies/cimb-group-holdings/) / Senior Financial Services Consultant, Banting Branch MY (SLM) ## Job description ### KEY RESPONSIBILITIES Sales Planning & Execution 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 activities to increase knowledge and skills Update branch managers on status of activities and any issues when necessary." To actively market and sell Sunlife products to all customer Actively involved 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 Relationship Handles customer inquiries diligently, resolve of escalate the necessary to the relevant parties. Refer customer to the relevant officer/ 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. People Management - To encourage and promote teamwork within branch sales team by: - Providing assistance (e.g. training, knowledge sharing, covering of duties) to sales team members where necessary - Identifying and sharing new ideas and approaches for increasing sales and maximising customer experiences. - Maintaining a conducive and professional working relationship within the sales team. - To project professional business image at all times through high standards of housekeeping and personal grooming. ### Others - To undertake special assignments ad-hoc functions as when required. Compliance To comply strictly to CIMB Bank's policies and procedures, including credit control procedures, audit compliance and BNM guidelines. To comply with Code of Sales Ethics and Governance. To respond to compliance enquires from Vertical line (BM, RD, Head of DC) and Horizontal line (Segment Manager and Sales Segment Support Lead) 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 relevant parties and follow-up on timely manner. Promote and professionally sell a wide range of Bancassurance products to the Bank's existing and potential customers ## At a glance - Posted by the employer: Aug 5, 2026 - First seen by OpenNash: Oct 30, 2026 - Last checked: Oct 30, 2026 - Listed for: 86 days - Location: Malaysia - Employment type: Full-time[Apply on CIMB Group Holdings’s careers site →](https://ejox.fa.ap1.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/36710) ## Hiring at CIMB Group Holdings - Open jobs: 407 - New in the last 7 days: After two weekly collections - Tracked since: Oct 30, 2026 [All CIMB Group Holdings jobs](https://jobs.opennash.com/companies/cimb-group-holdings/) · [Weekly hiring report](/reports/hiring/) ## More jobs at CIMB Group Holdings ### [AVP, Credit Risk - Credit Management - Commercial MY](https://jobs.opennash.com/companies/cimb-group-holdings/jobs/468fcc840240a7af977c/) Malaysia ### [Assistant Manager, DPP - Digital Banking - Sales Digitisation MY](https://jobs.opennash.com/companies/cimb-group-holdings/jobs/ba9f888212246e4e8a16/) Malaysia ### [Assistant Manager, GHR HRBP BU - Group Consumer Banking MY](https://jobs.opennash.com/companies/cimb-group-holdings/jobs/5be7371f3bb977ea1c12/) Malaysia ### [Assistant Manager, GSUS - Sustainable Finance Risk Management MY](https://jobs.opennash.com/companies/cimb-group-holdings/jobs/91e3090e8672d6a8998d/) Malaysia ### [Assistant Manager, GWBCIBC - Wholesale Banking Coverage (Corporate Coverage - MNC) MY](https://jobs.opennash.com/companies/cimb-group-holdings/jobs/0389590debf87b21a6a1/) Malaysia ## Similar jobs at other companies ### [Finance Reinvention – Financial Services Consultant, EPM](https://jobs.opennash.com/companies/accenture/jobs/4ae1b34c845c70e09a26/) Accenture ### [Consultant / Manager Finance & Risk - Financial Services (all genders)](https://jobs.opennash.com/companies/accenture/jobs/42c342eab0f25602deb8/) Accenture ### [Consultant / Senior Consultant | Financial Services – Accounting, Regulatory & Financial Advisory](https://jobs.opennash.com/companies/ntt/jobs/159fad3ef596054cb2ff/) NTT · Barcelona, Spain +1 more ### [Prime Financial Services Client Services Analyst](https://jobs.opennash.com/companies/jpmorganchase/jobs/77ec64a71e98b4a7be1f/) JPMorganChase · LONDON, United Kingdom ### [Financial Consultant, Regional Services - MD Financial Management (Quebec, QC)](https://jobs.opennash.com/companies/bank-of-nova-scotia/jobs/76fa667281a52790b610/) Bank of Nova Scotia · Quebec, QC, CA OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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