Associate - Sales Focused Touchpoint Support

8 hours ago

Bintulu, Sarawak, Malaysia AFFIN Group Full time 30,000 - 60,000 per year

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.
Client Services Management

  • Client Inquiries – Provide assistance to clients' inquiries. This includes handling client communications via phone, email, or in-person interactions, addressing client inquiries, and providing guidance.
  • Adherence to the regulators and internal policies & procedures.
  • Coordinate the supporting documents with the processing hubs.
  • Account Opening
  • Provides guidance to the client on all the account related matters including the Trading account and CDS account inquiries.
  • To ensure the completeness of the Trading Account Opening Form and CDS Opening Form together with the supporting documents.
  • Settlement
  • Provides guidance to the client on all the settlement related matters includes the payment mode and channel that available for client to make payment.
  • Provides the client with the information such as the nearest banking branch available for the deposit on payment received over the counter for cheque, cash (below RM1,000).
  • CDS/Bursa matters
  • Provides guidance on all the CDS/Bursa related matters including the CDS transfer, ad hoc balances, Transmission of Title (TOT), and updating client information.
  • Coordinate with the processing hubs on all the documentation and signature verification.

Sales Force (Remisier/Dealer) Support

  • Remisier/Dealer Inquiries - Provide counter assistance to remisier/dealer inquiries. This includes handling remisier/dealer communications via phone, email, or in-person interactions, addressing remisier/dealer inquiries and submitting their request/issues to the dedicated processing hub.
  • Collection of the documents – ensure all the completed documents received from the remisier/dealer/client to be sent out to the respective Processing Hubs in a timely manner.

Administrative Support

Handling all the branch administrative tasks by liaising with the related departments including PLD and Finance Department.

  • record and maintenance of cash advance.
  • coordinating logistics (between Branch Support and Processing Hubs).
  • vendor billing (rental, astro, carpark and others).
  • upkeep of the branch maintenance (lighting, office supplies and etc).
  • liaising with building management (rental, carpark and others).
  • CCTV, access card, attendance, and others.

Business Continuity Plan (BCP) Coordinator

Branch BCP Coordinator is responsible for ensuring the continuity of critical business operations in the event of a disruption.

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