Advise clients on various financial products such as savings accounts, fixed deposits, unit trusts, insurance policies, loans, and wealth management solutions.
Build and maintain strong, long-term relationships with clients, providing ongoing financial guidance and excellent customer service.
Monitor and review client portfolios regularly, making adjustments as necessary to adapt to changing market conditions and client circumstances.
...
You shall greet the Manager at the outlet that you are visiting yourself. You shall visit the store and inspect the staff – life of our goods.
You shall ensure there are sufficient stocks in the store. In the event there are insufficient goods in the store, you shall report the matter to the Sales Manager / Sales Supervisor immediately.
You shall endeavor to arrange our products in an eye-catching position, and You shall follow the first-in / first out principle (FIFO) while arranging our products to reduce expired stock and market returns.
...