Personal Financial Consultant

1 week ago


Kuala Lumpur, Kuala Lumpur, Malaysia Affin Bank Full time
Personal Financial Consultant (Nationwide)

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.

Job Description:

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.
- 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 adhoc 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 mínimal supervision.
  • Proactive and possesses cando attitude.
Job ID JR101145

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