Personal Financial Advisor (Nationwide)

Personal Financial Advisor (Nationwide)

Malayan Banking Berhad
Kuala Lumpur Malaysia
2-10 years
3388 - 5500 MYR

Job Description


Description :
- To carry out sales activities to increase sales revenue of financial planning products.
- To build relationship with existing customer focusing the segment called ‘Privilege’ and also nurturing relationship 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 data mining for potential customer and source for new business.
Responsibilities :
- To carry out sales activities to increase sales revenue of financial planning products.
- To build relationship with existing customer focusing the segment called ‘Privilege’ and also nurturing relationship 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 data mining for potential customer and source for new business.
Requirements :
- 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

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