Personal Finance Advisor & Banking Solutions Specialist

Affin Pheim; Malaysia; Hybride; MYR 36 000 - 72 000; Plein temps

Résumé du poste

Affin Pheim is seeking a dynamic sales-focused banking professional to achieve targets across financing, bancassurance, and credit card products. You will execute strategic sales plans, manage loan processing with CCD, and ensure strict compliance with relevant regulations.

You will handle customer inquiries, cross-sell products, and participate in branch campaigns. Leadership in BM's absence and CSR activities are part of the role.

Qualifications

• Bachelor’s degree or diploma in any relevant discipline.
• Minimum 2 years’ experience in sales and marketing for banking products.
• Possess relevant product licenses is an advantage.

Responsabilités

• Achieve PFC ASB Financing, Smart Money, Education Financing, Personal Financing, ASNB Variables, Bancassurance & Banca Takaful, Credit Card targets 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 customer service.
• Manage customer enquiries and complaints.
• Provide trainings/ briefing on products in BM’s absence.
• To lead the branch in promotional activities and campaigns for Loan, Wealth, Bancassurance and Takaful during BM’s absence.
• To manage and undertake ad-hoc assignments as assigned by Management from time to time.
• Social commitment activities involvement (CSR).
• To ensure highest standard of branch housekeeping and workstation.

Connaissances

Communication skills

Interpersonal skills

Sales & marketing

Formation

Bachelor's or Diploma in relevant discipline

Description du poste

Affin Pheim is seeking a dynamic sales-focused banking professional to achieve targets across financing, bancassurance, and credit card products. You will execute strategic sales plans, manage loan processing with CCD, and ensure strict compliance with relevant regulations.

You will handle customer inquiries, cross-sell products, and participate in branch campaigns. Leadership in BM's absence and CSR activities are part of the role.