Create financial awareness among clients, including retirement planning, children’s education planning, personal financial goals planning, marriage fund planning, and more
Analyse investors’ financial status and provide suitable solutions to help them achieve their long-term financial goals through Public Mutual’s products
Ensure investors’ satisfaction by providing ethical and professional financial advisory services at all times
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To carry out effective supplier marketing activities to expand supplier base and foster strong and cordial business relationship/partnership with existing and new suppliers.
To carry out effective customer / prospect marketing activities to expand customer base and foster strong and cordial business relationship with existing and new customers / prospects.
To conduct competent site / field visitations, customer/supplier interviews, perform “Know your customers” (KYC) activities, obtain documents / information to effectively prepare high volume of credit report of good quality and assess the credit profile of customers in timely manner, for submission to approval authorities.
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