As a Sales & Marketing / Financial Consultant, you will be directly involved in client acquisition, advisory, and revenue generation. You will learn how to build a client base, close cases, and scale your income through structured training and mentorship under PRUVenture-i.
If you’re looking for a comfortable, low-effort job — this is not it.If you want income growth, skills, and a real career path — keep reading.
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Maintain a positive and professional attitude while handling customer inquiries
To ensure daily and monthly productivity target is achieved and exceed sales performance indicators set by management.
To maintain and uphold service standards ensuring it is complying to the compliance and consistency of Code of Conduct & Ethic policy in cards acquisition effort at all times
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To explain HLB product offering, product promotions and to pre-qualify prospect based on specific credit criteria;
To ensure daily and monthly productivity target is achieved and exceed sales performance indicators set by management;
To maintain and uphold service standards ensuring it is complying to the compliance and consistency of Code of Conduct & Ethics policy in cards and personal loan acquisition effort at all times;
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Spreading / validation of spreading of the annual financial statements via internal Commerzbank tools; approving the spreading before using it in the rating process.
Qualitative and quantitative risk analysis of a counterparty within the rating process.
Investigate and clear ageing and unreconciled items, including unidentified receipts, outgoing fund items and clearing account differences, and document a treatment that stops them recurring.
Support the year-end audit for assigned operating entities by preparing schedules, responding to auditor queries and helping resolve accounting issues raised during the review.
Partner with FP&A, Tax, FinOps and country finance teams to resolve queries on assigned entities and explain movements in the numbers to non-accounting stakeholders.
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