Penerangan Pekerjaan - Personal Financial Consultant (Nationwide)
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Job Description
ACCOUNTABILITIES • Achieve PFC ASB Financing, Smart Money, Education Financing, Personal Financing, ASNB Variables, Bancassurance & Banca Takaful, Credit Card targets as assigned. • Achieve branch business referral target as assigned. • Execute sales plan and strategies to achieve the targets assigned. • Scrutinize customers and applications to prevent fraud and losses. • Processing and submission of new loan applications to Consumer Credit Department (CCD). • Follow up with CCD for approval, acceptance and disbursement process. • Consumer Operation Department (COD) for after sales services and credit related matters. • Identify potential customers to cross sell the Bank’s products and services. • Ensure compliance with statutory and regulatory requirements such as FSA, iFSA, PDPA, AMLA, PCT, FEA, FATCA, CRS etc. • Provide exceptional customer service. • Manage customer enquiries and complaints. • Provide trainings/ briefing on products in BM’s absence. • To lead the branch in promotional activities and campaigns for Loan, Wealth, Bancassurance and Takaful during BM’s absence. • To manage and undertake ad-hoc assignments as assigned by Management from time to time. • Social commitment activities involvement (CSR). • To ensure highest standard of branch housekeeping and workstation.
REQUIREMENTS • Bachelor’s Degree or Diploma in any relevant discipline. • Minimum 2 years’ experience in sales and marketing for banking products. • Possess relevant product licenses is an advantage. • Possess strong sales and marketing acumen. • Good communication and interpersonal skills. • Able to work independently and in a team with minimal supervision. • Proactive and possesses can-do attitude.
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