Financial Planning Manager

1 week ago


Klang, Selangor, Malaysia MBSB Bank Berhad Full time
Role Summary

This is an exciting opportunity to join MBSB Bank Berhad as a Personal Financing Specialist and contribute to the growth of our personal financing portfolio. The ideal candidate will have a proven track record in client acquisition and sales performance.

Responsibilities

About the Job: As a Personal Financing Specialist, you will be responsible for developing and executing sales and marketing strategies to promote MBSB's Personal Financing-i (PF-i) products. You will also identify new business opportunities, guide clients through their financial journey, and build strong relationships with target customers.

Main Responsibilities:
  1. Develop Sales Strategies: Plan and implement effective sales strategies to promote MBSB's Personal Financing-i (PF-i) products.
  2. Client Acquisition: Identify and acquire new clients through effective relationship-building and communication skills.
  3. Campaign Execution: Design and execute engaging campaigns, including booth promotions and roadshows, to attract new customers.
  4. Business Partnerships: Establish and maintain strong business partnerships with non-BIRO companies.
  5. Sales Performance Monitoring: Track and report daily sales performance to your Sales Manager.
  6. Marketing Planning: Provide weekly marketing activity plans to management.
  7. Regulatory Compliance: Ensure adherence to departmental policies and regulatory requirements.
  8. Industry Knowledge: Stay updated about industry developments and regulatory changes.


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