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Personal Financial Consultant

Job Posted at: 2019-07-07 15:23:00

Deadline

2019-08-06 15:23:00

Full Time

Description

Job Scope

  • Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets.
  • To actively cross selling Banking/Financial products.
  • Assess/evaluate and propose credit applications diligently.
  • Build rapport and relationship with chosen customers to establish loyalty and repeated sales and increase product holding.
  • Provide excellent customer service and uphold professionalism to reflect Bank’s image
  • Seek continuous improvement in the following areas to enhance job skills and competencies :-
    • Product knowledge
    • Selling skills
    • Market intelligence / Competitor’s check
    • Comply to statutory requirement and sales compliance in relation to FSA, KYC, AMLA and all relevant
    • internal policies & procedures and sales compliance
    • Participate in strong teamwork and working relationship with colleagues at all times

REQUIREMENTS:

  • Candidate must possess at least a Diploma.
  • Required skill(s): PCE (General), PCE (Life), PCE (Unit Linked), CEILI, CUTE, Selling Skills.
  • Required language(s): Multilingual - English, Bahasa Malaysia, Mandarin/Chinese dialects
  • At least 2 year(s) of working experience in the related field is required for this position.

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