Source for prospective clients for secured lending products through business alliances such as lawyers, insurance agents, real estate agents and any other partner-in-sales.
To collaborate and working alongside with branches to improve referrals and cross-sales activities.
Ensure adherence to responsible selling guideline and structure proposed solution that meets clients financial needs.
To ensure the accurate and timely completion of
End-to-end application process,
Submission of sales / pipeline management reports.
To delivery excellent customer service and achieve satisfactory net promoter score.
Keeping abreast with updated product information, market changes and provide market intelligence and customer feedback to the management for appropriate action.
Institutionalize sales management routines i.e. sales meetings, goal setting, daily and weekly reviews.
Seek cooperation from internal staff / stakeholders and external partners to ensure smooth business dealings and implementation of agreed plans.
Compliance & Standards
Ensure compliance on Alliance Banks Policies and Procedures, Sales Compliance, KYC, AMLA guidelines, 3rd party confidentiality, including credit control procedures, audit compliance and BNM guidelines.
To project a professional business image at all times through high standards of housekeeping and personal grooming
Note: Job Descriptions are subject to change at the discretion of the Management
