Create financial awareness among clients, including retirement planning, children’s education planning, personal financial goals planning, marriage fund planning, and more
Analyse investors’ financial status and provide suitable solutions to help them achieve their long-term financial goals through Public Mutual’s products
Ensure investors’ satisfaction by providing ethical and professional financial advisory services at all times
To ensure accuracy of information, data entry and completeness of documents / information for credit application submissions.
To continuously improve productivity and efficiency in carrying out duties to achieve the set targets, objectives and KPI.
To assist and cooperate with staff intra- and inter-departments in areas such as credit control / collection, risk assessment / mitigation, documentation and legal matters where required to ensure the interest of the company/group is protected.
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To attend to execution of SPA and loan documentation, issuance of undertaking letter to end financiers and daily administration activities of the department.
To generate progressive billings, reminders and notice of termination to purchasers/end-financiers in accordance with policies.
To ensure timely collection of billings and proper follow-up on all collection related tasks
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