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Personal Financial Consultant (Nationwide)

Company

AFFIN Group

Location

malacca city, malacca

Type

Full-time

Accountabilities



  • Achieve PFC ASB Financing, Smart Money, Education Financing, Personal Financing, ASNB Variables, Bancassurance & Banca Takaful, Credit Card targets as assigned.

  • Achieve branch business referral target as assigned.

  • Execute sales plan and strategies to achieve the targets assigned.

  • Scrutinize customers and applications to prevent fraud and losses.

  • Processing and submission of new loan applications to Consumer Credit Department (CCD).

  • Follow up with CCD for approval, acceptance and disbursement process.

  • Consumer Operation Department (COD) for after sales services and credit related matters.

  • Identify potential customers to cross sell the Bank’s products and services.

  • Ensure compliance with statutory and regulatory requirements such as FSA, iFSA, PDPA, AMLA, PCT, FEA, FATCA, CRS etc.

  • Provide exceptional custom...

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