To market industrial hire purchase product to existing customers and new prospects.
To conduct site visit and Know Your Customer (KYC) on new applications and make recommendations with sound credit judgement to credit evaluation department.
To ensure assigned cases are followed up timely and ensure completion within stipulated time frame.
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Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
Relationship Building: Build and maintain long-term, trusted relationships with clients.
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Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
Relationship Building: Build and maintain long-term, trusted relationships with clients.
...