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affin group

Personal Financial Consultant

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  • Posted 7 hours ago
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Job Description

Create your future with Affin! You too can make a difference.

Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don't just stay at the forefront of the industry – you can make a difference too.

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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About Company

Job ID: 147718553