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"basic communication"
text.in Cheras
Boleh Sembang
MYR2,800 - MYR3,200 Sebulan
Graduan Baru
Dekat Stesen Tren
- Greet customers courteously and attend to their orders in a timely and professional manner
- Assist customers with menu recommendations, detailed product information, and service-related inquiries
- Handle cashiering duties accurately, including order processing and payment handling ...
Jadilah pemohon terawal!
Posted
a day ago
Boleh Sembang
MYR3,000 - MYR3,500 Sebulan
+Pampasan Tambahan
Dekat Stesen Tren
- Handle customer inquiries, meet clients, understand their needs, budget, and space requirements, and follow up to secure sales.处理客户咨询、拜访客户，了解客户需求、预算及空间条件，并持续跟进以促成销售。
- Promote and explain custom-made wood furniture, cabinetry, and interior fit-out solutions to clients.向客户介绍及推广定制木制家具、橱柜及室内装潢解决方案。
- Develop and maintain strong relationships with clients, designers, contractors, and project partners.与客户、设计师、承包商及项目合作伙伴建立并维持良好的合作关系。 ...
Jadilah pemohon terawal!
Posted
3 days ago
Boleh Sembang
MYR3,000 - MYR4,800 Sebulan
Dekat Stesen Tren
- Take over post-sales coordination from Sales Executives once projects proceed to fabrication, delivery, installation, and handover stages.当项目进入生产、运输、安装及交付阶段后，接手销售执行员的成交后项目协调工作。
- Liaise closely with Project Coordinators, Site Supervisors, Production Team, Installation Team, and other internal teams to monitor project progress.与项目协调员、现场主管、生产团队、安装团队及其他内部团队密切协调，以跟进项目进度。
- Track fabrication, delivery, installation, rectification, and handover progress to ensure that outstanding matters are followed up promptly.跟进生产、运输、安装、整改及交付进度，确保所有未完成事项得到及时处理。 ...
Jadilah pemohon terawal!
Posted
3 days ago
MYR2,800 - MYR3,500 Sebulan
Dekat Stesen Tren
- Handle daily administrative tasks
- Prepare documents, quotations, and invoices
- Manage emails and phone calls ...
Posted
11 days ago
Boleh Sembang
Social Media Data Analyst & Customer Support Executive
MYR3,500 - MYR5,500 Sebulan
Cheras (Kuala Lumpur), WP Kuala Lumpur
Dekat Stesen Tren
- Monitor, track and record key metrics across all social media platforms (Instagram, TikTok, Facebook, YouTube, LinkedIn, etc.): views, engagement, follower growth, reach, conversions and traffic sources
- Compile weekly/monthly performance reports; analyse trends, audience behaviour and content performance to deliver actionable insights
- Identify strengths/weaknesses in content performance and suggest improvements to boost growth and engagement ...
Posted
7 hours ago
Boleh Sembang
MYR2,000 - MYR2,500 Sebulan
+Pampasan Tambahan
Graduan Baru
Cheras, WP Kuala Lumpur (+2)
Dekat Stesen Tren
- Greet customers warmly and assist them with orders.
- Provide menu recommendations and answer customer inquiries.
- Handle customer feedback politely and escalate issues when necessary. ...
Posted
a month ago
Boleh Sembang
MYR2,500 - MYR2,600 Sebulan
+Pampasan Tambahan
Dekat Stesen Tren
- Handle customer inquiries across online platforms and WhatsApp.
- Recommend suitable car audio products based on customer needs, car model, budget, and sound preference.
- Explain product features, benefits, and differences in a simple and convincing way. ...
Jadilah pemohon terawal!
Posted
4 days ago
Boleh Sembang
Customer Service Officer (Mandarin Speaker)
MYR3,000 - MYR3,800 Sebulan
Graduan Baru
Dekat Stesen Tren
- Respond to customer inquiries received via email, WhatsApp, and inbound phone calls
- Handle simple cases that require manual review and approval
- Provide timely, accurate responses in accordance with company SOPs ...
Posted
3 days ago
Boleh Sembang
MYR1,700 - MYR2,300 Sebulan
Dekat Stesen Tren
- Receiving, unpacking, and arranging new stocks delivered
- Labelling and arranging goods on the display shelves
- Assisting customers in finding the products they're looking for ...
Jadilah pemohon terawal!
Posted
11 days ago
Boleh Sembang
MYR1,700 - MYR2,500 Sebulan
Graduan Baru
43200 Cheras, Cheras
Dekat Stesen Tren
- Assist physicians and nurses with patient examinations and treatments.
- Prepare examination rooms and sterilize medical instruments.
- Perform basic diagnostic tests, such as taking vital signs and collecting specimens. ...
Jadilah pemohon terawal!
Posted
16 days ago
Boleh Sembang
MYR2,000 - MYR2,300 Sebulan
Dekat Stesen Tren
- Process transactions accurately using POS systems.
- Handle cash, credit card, and digital payments securely.
- Assist with returns, exchanges, and end-of-day cash reconciliation. ...
Jadilah pemohon terawal!
Posted
17 days ago
Boleh Sembang
MYR3,800 - MYR4,500 Sebulan
Dekat Stesen Tren
- Assist with daily accounting and finance tasks.
- Prepare and issue invoices, receipts, and payment documents.
- Handle accounts payable and accounts receivable. ...
Posted
19 days ago
Undisclosed
Cheras (Kuala Lumpur), WP Kuala Lumpur
Dekat Stesen Tren
- Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Jadilah pemohon terawal!
Posted
a month ago
Undisclosed
Cheras (Kuala Lumpur), WP Kuala Lumpur
Dekat Stesen Tren
- Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Jadilah pemohon terawal!
Posted
a month ago
Undisclosed
Cheras (Kuala Lumpur), WP Kuala Lumpur
Dekat Stesen Tren
- Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Jadilah pemohon terawal!
Posted
a month ago
Undisclosed
Cheras (Kuala Lumpur), WP Kuala Lumpur
Dekat Stesen Tren
- Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Jadilah pemohon terawal!
Posted
a month ago
Undisclosed
Cheras (Kuala Lumpur), WP Kuala Lumpur
Dekat Stesen Tren
- Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Jadilah pemohon terawal!
Posted
a month ago
Undisclosed
Cheras (Kuala Lumpur), WP Kuala Lumpur
Dekat Stesen Tren
- Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Jadilah pemohon terawal!
Posted
a month ago
MYR1,700 - MYR2,300 Sebulan
Dekat Stesen Tren
- Receiving, unpacking, and arranging new stocks delivered
- Labelling and arranging goods on the display shelves
- Assisting customers in finding the products they're looking for ...
Jadilah pemohon terawal!
Posted
a month ago
MYR1,700 - MYR2,300 Sebulan
Dekat Stesen Tren
- Receiving, unpacking, and arranging new stocks delivered
- Labelling and arranging goods on the display shelves
- Assisting customers in finding the products they're looking for ...
Jadilah pemohon terawal!
Posted
a month ago
MYR1,700 - MYR2,300 Sebulan
Dekat Stesen Tren
- Receiving, unpacking, and arranging new stocks delivered
- Labelling and arranging goods on the display shelves
- Assisting customers in finding the products they're looking for ...
Jadilah pemohon terawal!
Posted
a month ago
Boleh Sembang
Sales & Application Engineer
MYR3,000 - MYR4,500 Sebulan
Graduan Baru
Dekat Stesen Tren
- Identify business opportunities within targeted accounts, focusing on the general industry.
- Develop and maintain positive relationships with clients to create and expand business opportunities.
- Plan and forecast opportunities by managing sales pipelines effectively. ...
Posted
5 hours ago
Boleh Sembang
MYR1,600 - MYR1,700 Sebulan
Graduan Baru
Dekat Stesen Tren
- Working hour: Monday – Friday
- 8:30am – 6pm
- Location: Cheras Jaya ...
Posted
14 days ago
Boleh Sembang
MYR4,500 - MYR5,000 Sebulan
Dekat Stesen Tren
- Manage daily warehouse operations, including inventory tracking, stock organization, and maintaining a clean and safe working environment.
- Monitor and coordinate truck/fleet conditions, including regular maintenance, inspections, servicing, and repairs.
- Coordinate with suppliers on deliveries, orders, discrepancies, and vendor performance. ...
Posted
a month ago
Boleh Sembang
MYR2,000 - MYR2,300 Sebulan
Dekat Stesen Tren
- Process transactions accurately using POS systems.
- Handle cash, credit card, and digital payments securely.
- Assist with returns, exchanges, and end-of-day cash reconciliation. ...
Jadilah pemohon terawal!
Posted
17 days ago
Boleh Sembang
MYR2,800 - MYR3,500 Sebulan
Dekat Stesen Tren
- Handle daily administrative tasks
- Prepare documents, quotations, and invoices
- Manage emails and phone calls ...
Posted
19 days ago
Boleh Sembang
MYR2,000 - MYR2,400 Sebulan
Cheras (Kuala Lumpur), WP Kuala Lumpur
Dekat Stesen Tren
- Provide technical assistance via phone, email, remote access, or onsite.
- Troubleshoot hardware, software, printer, and network issues.
- Support Windows OS, Microsoft Office, email, and basic applications. ...
Posted
2 days ago
Boleh Sembang
Undisclosed
Cheras (Kuala Lumpur), WP Kuala Lumpur
Dekat Stesen Tren
- Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Jadilah pemohon terawal!
Posted
a month ago
Boleh Sembang
Undisclosed
Cheras (Kuala Lumpur), WP Kuala Lumpur
Dekat Stesen Tren
- Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Jadilah pemohon terawal!
Posted
a month ago
Boleh Sembang
Undisclosed
Cheras (Kuala Lumpur), WP Kuala Lumpur
Dekat Stesen Tren
- Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Jadilah pemohon terawal!
Posted
a month ago