For new patients, prepare a new appointment card and a new case note after registration is completed. Attach the registration print out to the new case notes correctly.
Request for a guarantee letter from the corporate patients or company paying patients. Check for the validity. Ensure all related documents required to be produced during registration for smooth process during collecting of medicine and payment. Liaise with staff in- charge at Credit Control Section and PR/Marketing Section if problems arises.
Inform and update the patients of all appointments for follow-up consultation before the patient leaves the clinic. It should be emphasized to the patient that in the interest of other patients, they should attend the appointment on time
...
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.
...
Manage and grow an existing portfolio of clients, fostering strong relationships and identifying cross-selling opportunities.
Prepare and process loan applications, credit card applications, and other personal finance product documentation accurately and efficiently.
Ensure all sales activities comply with internal policies, procedures, and relevant regulatory requirements (e.g., Bank Negara Malaysia guidelines).
...
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.
...