Executive - Personal Financial Services

Executive - Personal Financial Services (Operations & Customer Service) **If you are looking to excel and make a difference, take a closer look at us...** Engage with walk in customers for transaction processing followed by need based discussion with customers for cross selling. Recommend Bank's products and services to customers and responsible for high...

If you are looking to excel and make a difference, take a closer look at us - Key Responsibilities and Accountabilities - Functional (job responsibilities) - Generate and qualify leads from internal and external lists to achieve acquisition goals - Source and develop client referrals to achieve acquisition goals - Develop sales proposal and customize by...

If you are looking to excel and make a difference, take a closer look at us Key Responsibilities and Accountabilities Functional (job responsibilities) - Generate and qualify leads from internal and external lists to achieve acquisition goals - Source and develop client referrals to achieve acquisition goals - Develop sales proposal and customize by...

If you are looking to excel and make a difference, take a closer look at us What’s in it for you:- Opportunity to fast track your career in Wealth Management. Your Roles & Responsibilities: - Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products as and when required by the...

If you are looking to excel and make a difference, take a closer look at us Key Responsibilities and Accountabilities Sales & Service- Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;- Carry clear targets for specific products - CASA and FD Book...

If you are looking to excel and make a difference, take a closer look at us Engage with walk in customers for transaction processing followed by need based discussion with customers for cross selling. Recommend Bank’s products and services to customers and responsible for high levels of Customer service and seamless transactions. Key Responsibilities and...

If you are looking to excel and make a difference, take a closer look at us - Key Responsibilities and Accountabilities Sales & Service - Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results; - Carry clear targets for specific products - CASA and FD Book...

**To be Sales Professionals with CIMB Bank** Embark on a professional journey with CIMB Bank! We're on the lookout for energy person to fill roles as **Assistant Sales Manager **and **Personal Financial Advisor.** **Responsibilities**: - Achieve sales targets for personal loans and credit cards. - Facilitate loan disbursements and secure credit card...

**To be Sales Professionals with CIMB Bank** Embark on a professional journey with CIMB Bank! We're on the lookout for energy person to fill roles as **Assistant Sales Manager **and **Personal Financial Advisor.** **Responsibilities**: - Achieve sales targets for personal loans and credit cards. - Facilitate loan disbursements and secure credit card...

**To be Sales Professionals with CIMB Bank** Embark on a professional journey with CIMB Bank! We're on the lookout for energy person to fill roles as **Assistant Sales Manager **and **Personal Financial Advisor.** **Responsibilities**: - Achieve sales targets for personal loans and credit cards. - Facilitate loan disbursements and secure credit card...

**About the Job** Are you a dynamic and proactive individual looking to make a significant impact in the education sector? Join our team as a Personal Assistant/Executive Assistant to the CEO and become an integral part of our mission to revolutionize education! We are seeking a talented individual who thrives in a fast-paced environment and is ready to...

About the EmployerJ-Recruit Recruitment Agency is a leading recruitment agency in Malaysia, partnering with top employers to find the best talent for their businesses.Job SummaryWe are seeking a highly motivated and results-driven Personal Banker to join our client's team. As a Personal Banker, you will be responsible for selling and promoting bancassurance...

Responsible for marketing **banking products **at bank branches - To build relationships with bank customers for up selling and **providing professional personal financial advisory services**: - Engage in sales and marketing event at the bank. - Provide follow up on the policy servicing services to customer, i.e. payment mode, change in plans, trustee...

Multiple working location: In Southern Region You have the interest to: - Responsible for marketing Bancassurance products at bank branches. - To build relationships with bank customers for up-selling and providing professional personal financial advisory services. - Engage in sales and marketing event at the bank. - Provide follow up on the policy...

CONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It’s a broad ambition. So, the team offer an equally wide range of services. From branch to premier banking and everything in-between. That’s a lot to get your teeth into and many career paths to follow. And you’ll...

Teller (Paragon Mall) As a company whose mission is to be the most progressive and inclusive money transfer business in the world, Ria delivers highly reliable payment services to our customers. With over 400k locations in 165 countries, we have adopted the true identity of what it means to be multicultural and embody the idea of being family, no matter...

About the RoleWe are seeking a highly motivated and experienced Senior Financial Executive to join our team at J-Recruit Recruitment Agency. As a key member of our team, you will be responsible for selling and promoting bancassurance products, identifying customer segments for new sales, and building business relationships with customers to strengthen...

About the OpportunityWe are seeking a highly motivated and experienced Senior Financial Executive to join our team at J-Recruit Recruitment Agency.The ideal candidate will have a strong background in banking and finance, with a proven track record of success in sales and customer service.Key Responsibilities:Sell and promote bancassurance products to...

Meeting with clients. Offering specialized financial guidance and advice. - Completing financial needs analyses. Creating and explaining customized plans. - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. Analyzing clients' risk. - Encouraging clients to invest in the future Echelon Consulting Group ( ECG ) exists...

Responsibility - Coordinate and execute accounting & taxation jobs - Assisting with financial and tax audits - Liaising with clients on any issue arises - Develop and implement policies and procedures with emphasis on internal controls Company Overview We are a professional accounting firm providing high value added financial services. We are also the...