Handle large value / complex customer accounts and projects with close follow-up.
Conduct credit assessments of new and existing customers, review credit exposure and payment history, and recommend appropriate credit limits and terms.
Work closely with Sales, Finance, Operations and customers to resolve disputes, GRN and billing issues.
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Real-World Field Exposure Participate in supervised joint fieldwork, company visits, hospital visits, property sales gallery visits and other industry-related activities to gain practical business exposure.
Information Gathering & Business Observation Gather relevant information and observations from industry activities, market exposure and fieldwork, and discuss findings with mentors during reviews and learning sessions.
Presentation & Communication Prepare and participate in presentations, group discussions and assigned activities to develop communication, presentation and interpersonal skills.
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Compliance: Meeting compliance requirements including fulfilling CPD (Continue Professional Development) hours, adhere to high level of professionalism and other criterias as required by authorities
Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
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