Personal Financial Consultant (Nationwide)

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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.

• Scrutinize customers and applications to prevent fraud and losses.

• Processing and submission of new loan applications to Consumer Credit Department (CCD).

• Follow 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 ad-hoc 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 minimal supervision.

• Proactive and possesses can-do attitude.