- Cheras, Kuala Lumpur Cheras WP Kuala Lumpur Malaysia
Working Location
Job Description
Responsibilities
Job Responsibilities:
Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment.
Manage customer relationships to increase share of wallet under the "Farmer" concept.
Provide financial planning advice to customers - focusing on Wealth Management Products.
Take initiative and run activities to source leads.
Keep abreast of customers' need and market trends and competitors' programme offers and activities for targeted customers regularly.
Liaise with customers and convert leads to sales.
Job Requirements:
Degree / Diploma in any discipline.
2 – 3 years of experience in a branch sales environment.
Possess the mandatory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.
Result oriented, passionate about marketing and open to new challenges.
Self-motivated with the ability to work independently.
Customer-focused, delivering excellent service to internal and external clients.
Strong interpersonal skill and business acumen.
Only shortlisted candidates will be notified.
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