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).
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Prepare and process Personal Financing applications efficiently and accurately, ensuring compliance with all internal policies and regulatory requirements.
Build and maintain strong relationships with customers, providing ongoing support and addressing their inquiries or concerns.
Actively participate in sales campaigns, roadshows, and other marketing initiatives to promote Personal Financing products.
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To achieve monthly SOP of RM245K for PF & RM650K for PF-i as per allocated headcount
Working with team members to ensure sales target are achieved.
Conduct sales meeting with team members to review individual / team performance, sales activities & KPIs and to discuss other matters related to sales.
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