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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Undertake outbound customer relationship management calls as necessary.
Prepare reports on customer trend and support Manager to continuously review process, identify and resolve service gaps through constructive feedback and implements process improvements where appropriate.
Undertake outbound customer relationship management calls as necessary.
Prepare reports on customer trend and support Manager to continuously review process, identify and resolve service gaps through constructive feedback and implements process improvements where appropriate.
Undertake outbound customer relationship management calls as necessary.
Prepare reports on customer trend and support Manager to continuously review process, identify and resolve service gaps through constructive feedback and implements process improvements where appropriate.
ERP Bank Reconciliation: Match incoming customer payments and bank transfer transactions against accounting ledgers using the ERP’s automated reconciliation tools.
Discrepancy & Escalation Handling: Flag missing details, portal rejections, or unidentified bank transfers immediately to the designated supervisor.