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To be abreast with all STMKB's Advisory Takaful Products and promote them to Affin customers. To perform sales and business activities.
Drives personal Advisory Takaful production and formulate action plans to achieve personal production target.
Builds and fosters long term and profitable relationship with customers and potential customers by providing excellent and professional customer service.
Refers potential customers who may be interested and/or keen in AFFIN's other products/services to relevant parties and ensure optimal achievements of set targets.
Provides advice on financial planning and perform other service functions (i.e. carry out sales visits, prospecting and early engagements to generate leads).
Acts as takaful's single point of contact and cultivate excellent relationship with all parties.
Performs Know Your Customer (KYC)/ Customer Due Diligence (CDD) for financial/non-financial transactions.
Ensures high standards of customer service in line with the quality and standards set by Affin and STMKB.
To generate own leads from walk-in customers, bank events, and personal contacts.
Actively participate in the bank's sales and promotion activities.
Ensure sales and services rendered to customers are in compliant with internal and external policies, guideline as well as regulations.
