Associate Financial Service Consultant
One of the responsibilities of an Associate Financial Service Consultant is to closely follow up on leads with open status i.e. customer request for callback, unreachable, etc.
- Practice pre and post sales required activities
- To closely follow up on leads with open status i.e. customer request for callback, unreachable and etc.
- Perform customer fact finding to identify customer’s need before product proposal
- Perform entire sales process by proper KYC, full documentation to minimize rework
- Collaborate with Branch Managers for customer referrals
- Comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit
- Fresh graduate or one year experience in sales/non-sales
- Sales and achievement-oriented with positive mindset and good team-player
- Excellent interpersonal and communication skills with multi-lingual ability
- Mobile individual preferably with own transport
- Knowledge of insurance products and possess insurance certificate like PCE and/or CEILI licenses would be an added advantage