Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products as and when required by the Management;
Complete cold calling for all related leads assigned and to increase acquisition through high leads conversion rate;
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Provide holistic financial advisory across:Unit trusts / mutual fundsStructured deposits and structured productsInsurance and wealth protection solutionsWealth and mortgage solutions
• Receive a submission from the assigned dealer and initiate document collection. Transfer the documents to the Processing executive to proceed with the process.
• Site Visit to customer premises and provide report on the customer genuineness as well as according to the declaration in application.
• Initiate appointment of panel new car or any other dealer type in the future.
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