Company SSM No 0366449-T · <50 Employees · Banking / Finance
JOB DESCRIPTION
1) Liaise with clients
-meeting with clients to discuss about their current financial situation and provide solution
-Help clients to review to their current or existing policies
-Prepare the recommendations to suit the client financial needs
-Explain the detail of the recommended product features to clients
-Deal with clients enquires
2)Attend compulsory meeting /training by the industry regulator ,motivation seminar ,personal development training etc
3)Involving in marketing works ,such as cold-calling ,attending road show ,telemarketing ,etc