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Personal Financial Consultant

3 months ago


Malaysia AFFIN Group Full time

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

Join us at AFFIN, where open minds meet and are 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 Job Description
  1. Achieve PFC ASB Financing, Smart Money, Education Financing, Personal Financing, ASNB Variables, Bancassurance & Banca Takaful, Credit Card targets as assigned.
  2. Achieve branch business referral target as assigned.
  3. Execute sales plan and strategies to achieve the targets assigned.
  4. Scrutinize customers and applications to prevent fraud and losses.
  5. Process and submit new loan applications to Consumer Credit Department (CCD).
  6. Follow up with CCD for approval, acceptance and disbursement process.
  7. Coordinate with Consumer Operation Department (COD) for after-sales services and credit-related matters.
  8. Identify potential customers to cross-sell the Bank’s products and services.
  9. Ensure compliance with statutory and regulatory requirements such as FSA, iFSA, PDPA, AMLA, PCT, FEA, FATCA, CRS, etc.
  10. Provide exceptional customer service.
  11. Manage customer enquiries and complaints.
  12. Provide training/briefing on products in BM’s absence.
  13. Lead the branch in promotional activities and campaigns for Loan, Wealth, Bancassurance, and Takaful during BM’s absence.
  14. Manage and undertake ad-hoc assignments as assigned by Management from time to time.
  15. Involve in social commitment activities (CSR).
  16. Ensure the highest standard of branch housekeeping and workstation.
Requirements
  1. Bachelor’s Degree or Diploma in any relevant discipline.
  2. Minimum 2 years’ experience in sales and marketing for banking products.
  3. Possess relevant product licenses is an advantage.
  4. Possess strong sales and marketing acumen.
  5. Good communication and interpersonal skills.
  6. Able to work independently and in a team with minimal supervision.
  7. Proactive and possesses a can-do attitude.
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