Financial Consultant Executive

JCL Credit Leasing Sdn Bhd; Kuala Lumpur; On-site; MYR 36,000 - 78,000; Full time

Benefits offered by this job

Annual Medical Checkup

Housing Allowance

Education Benefits

Medical Life and Accident Insurance

Position Allowance

Birth Allowance

Loyalty Award

Team Entertainment Allowance

Bereavement Allowance

Field Visit Allowance

Accommodation Allowance

Job summary

JCL Credit Leasing Sdn. Bhd. is hiring a Financial Consultant to sell and cross-sell Personal Loan products, ensuring complete applications and timely submissions. You will build lasting customer relationships, provide excellent service, and expand the client base with proactive lead follow-up.

The role requires fluency in Mandarin, English and Malay and a background in finance or banking. Fresh graduates are welcome; training will be provided. Full-time and contract positions are available.

Qualifications

• Bachelor degree with credit in Finance/Accounting/Banking/Business Studies/Administration/Management or equivalent
• Proficiency in Mandarin, English and Malay (spoken and written)
• Experience in banking/financial services or related field preferred

Responsibilities

• Sell and cross-sell Personal Loan products (indoor sales)
• Ensure all applications are complete before submission for approval
• Build rapport and relationships to drive loyalty and repeat sales
• Maintain high customer service standards per company policies
• Increase customer base by following up on leads and arranging appointments

Skills

Sales

Customer relationship

Communication

Mandarin

English

Malay

Education

Bachelor Degree with credit in Finance/Accounting/Banking/Business Studies/Administration/Management or equivalent

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Responsibilities

• To sell and cross-sell Personal Loan products (indoor sales).


• To ensure that all applications are in proper order prior to submission for approval.


• Build rapport and relationship with the customers to establish loyalty and repeated sales and increase product holding.


• Ensure high standard of customer service in line with the quality and standards set by the Company.


• Increase our customer base by proactively acting on leads from our database and setting up appointments with potential customers and follow up activities.


• To have best practice in all related compliance and regulatory requirements.


• Performs other duties as assigned.

Job Requirement:

• Candidate must possess at least Bachelor Degree with credit in major subjects in Finance, Accounting, Banking, Business Studies, Administration, Management or equivalent


• Preferably Junior Executive specialized in Banking/Financial Services or equivalent


• Proficiency in Mandarin, English and Malay both written and verbal


• Experienced in Microsoft Office application including Excel, Word and Outlook


• Able to work independently with minimal supervision


• Fresh graduates are encouraged to apply, training will be provided


• Full-Time and Contract-basis position(s) available

STAFF BENEFITS:

• 1. Annual Medical Checkup (Leader and Above)


• 2. Annual Medical Checkup (Staff work more than 1 year and aged above 30 years)


• 3. Housing Allowance


• 4. Education Benefits


• 5. Medical Life and Accident Insurance for all staff


• 6. Position Allowance (Instructor and Leader)


• 7. Birth Allowance


• 8. Loyalty Award


• 9. Cleaning and Good Attendance Award


• 10. Team Entertainment Allowance


• 11. Bereavement Allowance


• 12. Field Visit Allowance


• 13. Accommodation Allowance (for Visit)

Unlock job insights

Hirer responsiveness Salary match Number of applicants

Your application will include the following questions:

• What's your expected monthly basic salary?


• Which of the following types of qualifications do you have?


• How many years' experience do you have as a Financial Consultant?


• How many years' experience do you have with personal lending?


• Do you have experience in a sales role?

JCL Credit Leasing Sdn. Bhd. is a Japanese owned company with its Headquarters located in Tokyo. We specialize in the area of Microfinance, with our major product is Personal Loan. Our strength lies within the experience gained from operating in Japan for more than 15 years. Operation in Malaysia is part of our initial step to further expand our business in the Asian market.

Well performed staff will be provided equal opportunity to be promoted to leader and above position.

Promotion within short period (half year) is possible if the particular individual have good performance.

JCL Credit Leasing Sdn. Bhd. is a Japanese owned company with its Headquarters located in Tokyo. We specialize in the area of Microfinance, with our major product is Personal Loan. Our strength lies within the experience gained from operating in Japan for more than 15 years. Operation in Malaysia is part of our initial step to further expand our business in the Asian market.

Well performed staff will be provided equal opportunity to be promoted to leader and above position.

Promotion within short period (half year) is possible if the particular individual have good performance.

Perks and benefits Medical Miscellaneous allowance Loans Education Support, External Training Benefit, Achi

What can I earn as a Financial Consultant