Personal Finance Consultant - Banking & Wealth Solutions

Affin Bank Berhad; Kampung Sungai Masin; On-site; MYR 42,000 - 72,000; Full time

Job summary

Affin Bank Berhad is seeking an energetic Branch Sales Executive to drive lending and wealth product targets. You will engage customers, assess applications, and coordinate with Credit and Operations to ensure timely disbursement.

The role requires 2 years’ banking sales experience, excellent communication, and the ability to work independently as part of a team in a fast-paced environment.

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.
• Possess strong sales and marketing acumen.
• Good communication and interpersonal skills.

Responsibilities

• Achieve PFC ASB Financing, Smart Money, Education Financing, Personal Financing, ASNB Variables, Bancassurance & Banca Takaful, Credit Card targets as assigned.
• Achieve branch business referral target 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.
• 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.
• To lead the branch in promotional activities and campaigns for Loan, Wealth, Bancassurance and Takaful during BM’s absence.

Skills

Sales acumen

Communication skills

Teamwork

Proactiveness

Independence

Education

Bachelor’s Degree

Diploma

Job description

Affin Bank Berhad is seeking an energetic Branch Sales Executive to drive lending and wealth product targets. You will engage customers, assess applications, and coordinate with Credit and Operations to ensure timely disbursement.

The role requires 2 years’ banking sales experience, excellent communication, and the ability to work independently as part of a team in a fast-paced environment.