FINANCIAL CONSULTANT EXECUTIVE

JCL Credit Leasing Sdn Bhd; Kuala Lumpur; On-site; MYR 30,000 - 60,000; Full time

Job summary

Join a forward-thinking company as a Personal Loan Sales Executive, where you will play a crucial role in driving sales and building strong customer relationships. This position offers the opportunity to work in a dynamic environment, ensuring high standards of customer service while adhering to compliance and regulatory requirements. You will be responsible for managing customer applications and proactively expanding the customer base. If you are a motivated individual with a passion for finance and sales, this role is perfect for you. Fresh graduates are welcome, and training will be provided to help you excel in your career.

Qualifications

• Degree in Finance, Accounting, Business Studies, or equivalent required.
• Experience in Banking/Financial Services preferred.

Responsibilities

• Sell and cross-sell Personal Loan products through indoor sales.
• Build rapport with customers to enhance loyalty and repeat sales.

Skills

Customer Relationship Management

Sales Skills

Compliance Knowledge

Independent Work

Education

Degree in Finance

Degree in Accounting

Degree in Business Studies

Degree in Administration

Degree in Management

Tools

Microsoft Office

Excel

Word

Outlook

Job description

Job Descriptions:

1. To sell and cross-sell Personal Loan products (indoor sales).
2. To ensure that all applications are in proper order prior to submission for approval.
3. Build rapport and relationship with the customers to establish loyalty and repeated sales and increase product holding.
4. Ensure high standard of customer service in line with the quality and standards set by the Company.
5. Increase our customer base by proactively acting on leads from our database and setting up appointments with potential customers and follow-up activities.
6. To have best practice in all related compliance and regulatory requirements.
7. Performs other duties as assigned.

Job Requirements:

1. Candidate must possess at least a Degree in Finance, Accounting, Banking, Business Studies, Administration, Management, or equivalent.
2. Preferably Junior Executive specialized in Banking/Financial Services or equivalent.
3. Required Language(s): Bahasa Malaysia & English.
4. Experienced in Microsoft Office applications including Excel, Word, and Outlook.
5. Able to work independently with minimal supervision.
6. Fresh graduates are encouraged to apply; training will be provided.
7. Full-Time and Contract-basis position(s) available.
8. Able to work immediately.

If you think you have what it takes to excel in the role mentioned above, apply now through our Human Resources Department at [e-mail].