Kar Yee Email & Phone Number

Personal Financial Adviser made different. As part of our multi-channel distribution strategy, you will situate yourself in the forefront of our highly-visible Financial Advisory Centre and provide our customers with direct sales advisory. Not just a regular salesperson, you will represent us as a passionate, honest and professional adviser. With a steady stream of referrals from our direct marketing and servicing teams, you will have no lack of sales opportunities. But, it will still be your responsibility to conduct quality financial needs analysis with the customers and advise them on the best financial products at their disposal. Required to: • Responsible for marketing Bancassurance products at bank branches• To build relationships with bank customers for up-selling and providingprofessional personal financial advisory services• Engage in sales and marketing event at the bank• Provide follow up on the policy servicing services to customer, i.e. paymentmode, change in plans, trustee appointment, top-ups.• Like to meet new people and do not resist in canvassing for sales.• Good communication and interpersonal skills.• Provide sound financial advice with proper fact-finding and review of customers• financial goals • Maintain long-lasting relationships with both existing and potential customers• Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities • Increase our customer base by proactively acting on leads from our database and setting up appointments with potential customers • Ensure sales conversion by capitalizing on referrals from Branch Services colleagues • Attend to enquiries from walk-in customers

Kuala Lumpur, Malaysia

Bachelor'S Degree, Accounting And Finance

Diploma In, Business