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
...
Continuous Learning: From time to time need to stay updated on changes in the industry, product offerings, and regulatory requirements through ongoing training and professional development.
Sales Calls: Making outbound calls to potential customers to promote various banking products and services.
Meeting Sales Targets: Making a certain number of calls per day, converting a certain percentage of leads into sales, and achieving specific revenue or performance targets.
...
Cold Calling
Customer Support
CRM (Customer Relationship Management)
Negotiation
Sales Techniques
Sales experience
Mandarin
English
Bahasa Malaysia
Communication
Cold Calling
Customer Support
CRM (Customer Relationship Management)
Negotiation
Sales Techniques
Sales experience
Mandarin
English
Bahasa Malaysia
Communication
Cold Calling
Customer Support
CRM (Customer Relationship Management)
Negotiation
Sales Techniques
Sales experience
Mandarin
English
Bahasa Malaysia
Communication
Cold Calling
Customer Support
CRM (Customer Relationship Management)
Negotiation
Sales Techniques
Sales experience
Mandarin
English
Bahasa Malaysia
Communication
Cold Calling
Customer Support
CRM (Customer Relationship Management)
Negotiation
Sales Techniques
Sales experience
Mandarin
English
Bahasa Malaysia
Communication
Cold Calling
Customer Support
CRM (Customer Relationship Management)
Negotiation
Sales Techniques
Sales experience
Mandarin
English
Bahasa Malaysia
Communication