Financial Advisor, Personal Financing (Penang)

MBSB Bank Berhad; Penang; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading financial institution in Penang is looking for a Financial Advisor to market its PF-i products. The role involves planning marketing activities, conducting promotional campaigns, and managing customer relationships. Candidates should possess strong communication skills and a good understanding of banking regulations and financial services. This position requires dedication to reporting sales achievements to improve performance.

Qualifications

• Ability to plan and implement effective marketing activities.
• Strong communication skills to manage customer relationships.
• Knowledge of banking rules and financial services.

Responsibilities

• Market MBSB PF-i products effectively.
• Conduct awareness campaigns and promotions.
• Report daily sales achievements to the Sales Manager.

Job description

As Financial Advisor – PF-I, you are to specifically market MBSB’s:

• PF-i Products;
• Advisory product(s) (Bundling);
• Wealth Product(s);
• Other related sales tasks deemed necessary set by the management.

CORE RESPONSIBILITIES

Immediate Task

• Planning and implementing effective marketing as well as selling activities to promote MBSB’s PF-i products;
• Conduct and coordinate awareness campaign such as booth promotions and road tours;
• Communicating with target customers and managing the customer’s relationship;
• Identify and recommend any Non-Biro companies for the emplacement for new company tie ups; and
• Other related sales task deemed necessary to the management.

Progress Report

• You are to report directly to your respective Sales Manager (SM) the progress report as follows:
• To report your daily sales achievement (number of account and amount by the end of working hours.
• Marketing activity plans on a weekly basis to be addressed.

Policies, Systems, Processes and Procedures

To adhere to departmental policies, systems, and procedure so that all relevant procedural/ legislative requirements are fulfilled while delivering a quality and cost-effective service.

Keep abreast with financial services of the Group, rules and regulations under BNM and Association of Banks in Malaysia as well as the latest development within the banking circle.