Personal Financial Consultant (Nationwide)

Personal Financial Consultant (Nationwide)

Personal Financial Consultant (Nationwide)

Apply locations Menara Affin, TRX Kuching Lumut Bukit Baru Bintulu

Time type: Full time

Posted on: Posted 5 Days Ago

Job requisition id: JR101145

Create your future with Affin! You too can make a difference.

Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too.

Job Description

ACCOUNTABILITIES

1. Achieve PFC ASB Financing, Smart Money, Education Financing, Personal Financing, ASNB Variables, Bancassurance & Banca Takaful, Credit Card targets as assigned.
2. Achieve branch business referral target as assigned.
3. Execute sales plan and strategies to achieve the targets assigned.
4. Scrutinize customers and applications to prevent fraud and losses.
5. Processing and submission of new loan applications to Consumer Credit Department (CCD).
6. Follow up with CCD for approval, acceptance and disbursement process.
7. Coordinate with Consumer Operation Department (COD) for after sales services and credit related matters.
8. Identify potential customers to cross sell the Bank’s products and services.
9. Ensure compliance with statutory and regulatory requirements such as FSA, iFSA, PDPA, AMLA, PCT, FEA, FATCA, CRS etc.
10. Provide exceptional customer service.
11. Manage customer enquiries and complaints.
12. Provide training/briefing on products in BM’s absence.
13. Lead the branch in promotional activities and campaigns for Loan, Wealth, Bancassurance and Takaful during BM’s absence.
14. Manage and undertake ad-hoc assignments as assigned by Management from time to time.
15. Involvement in social commitment activities (CSR).
16. Ensure the highest standard of branch housekeeping and workstation.

Requirements

1. Bachelor’s Degree or Diploma in any relevant discipline.
2. Minimum 2 years’ experience in sales and marketing for banking products.
3. Possess relevant product licenses is an advantage.
4. Possess strong sales and marketing acumen.
5. Good communication and interpersonal skills.
6. Able to work independently and in a team with minimal supervision.
7. Proactive and possesses a can-do attitude.

Why work here?

People are the heart of AFFIN BANK. We have a positive and supportive environment where we celebrate people’s personal growth and encourage them to be the best versions of themselves, both in the workplace and in their community.

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Join AFFIN as we evolve to become a financial institution of the future, embracing innovation and technology to deliver unrivaled customer service. We're looking for colleagues who share our values and are ready to live them every day.

Explore the exciting opportunities and make a real impact on the future of finance. Come be a part of our journey today!

AFFIN

"Always About You"

At AFFIN, we strive to always connect and engage with our customers, to understand their changing needs and aspirations better. It represents our passion and commitment to the community we operate in, enabling us to quickly respond to changes and provide a personalised experience.

Our people are aligned to our values of customer centricity, creativity and value creation. Our tagline “Always about you” was crafted to drive loyalty and build our reputation as a creative and innovative financial organisation.

Our people are at the heart of what we do and remain the focus of our customer centric culture. It’s about the initiatives we take in understanding and prioritising our stakeholders; our customers, employees and shareholders. As we venture through this metamorphosis journey, we are aware of their ever-changing needs and are embracing the new ways of this digital dimension. We put our hearts and minds into everything we do, to ensure that everyone we touch receives unrivalled customer service.