To carry out sales activity to increase sales revenue of financial planning products.
To build relationships with existing customer focusing the segment called Privilege and nurturing relationships with new customers.
Perform sales and marketing focusing on life insurance plans and wealth management products such as unit trust, structured deposit and other supplementary products such as credit card, loan and deposit.
To refer customers to Consumer Sales Executive (CSE) position in the event they require a loan (mortgage/ASB loan).
Participate in sales launches and date mining for potential customer and source for new business.
Job Requirements
Fresh Graduates with strong interest in financial and sales advisory are encouraged to apply.
Fluent proficiency in simplified Mandarin (read, speak, type)
A good understanding of the banking, investment and insurance products, mortgage, secured and unsecured lending products.
Knowledge in Financial Planning/ Wealth Management or Retail Banking/Branch Operation.
Enthusiastic to build a good career in sales.
Excellence oral and written communication skills in English and Bahasa Malaysia.
Banking licensing would be an added advantage i.e. PCE/TBE/CEILLI/IPPC/FIMM
