Responsible for growing the company's revenue by ensuring that key clients are satisfied with the services provided, identifying new business opportunities for key clients, and attending all meetings, and conventions
Partner with FPCRA, COE SG&A, Stat & Tax, Supply Chain, Customer Service & Logistics (CS&L) and market stakeholders to support month-end close, financial reporting and issue resolution.
To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
Listen to superior and follow instructions carefully. To carry out tasks in accordance to SOPs. To support superior and accept additional responsibilities in a positive manner
Customer Service – Responsible for handling customer enquiries, providing assistance, addressing customer concerns, and ensuring a positive customer experience.
As an insurance/takaful advisor, you will have the opportunity to advance and expand your role. With dedication, ongoing learning, and proven performance, you can progress to roles such as CFA, Unit Manager and Agency Manager, Additionally, you may pursue advanced certifications and continuing education opportunities to enhance your expertise and career prospects in insurance/takaful planning.
Oversee and monitor daily wholesale operations to ensure all activities run smoothly and efficiently in accordance with company policies and procedures.