Senior Financial Executive
Current* KPI - Bancassurance: Produce 50k AFYP monthly - Unit Trust: Produce 10k equity fund monthly - Credit Card: Produce 8 credit cards monthly* Daily activities - 30 cold calls from provided high net worth leads to secure 2 appointments daily. - Perform Know Your Customer (KYC) before promoting customized financial products based on customer profiles. - Handle paperwork such as filling in FATCA and CRS forms to assist bank customers in opening accounts, registering online banking and changing debit cards during banking hours. - Provide after-sales service such as advising customers to perform fund switching, insurance claims, policy service requests and complete the Customer Due Diligence (CDD) Form.* Achievement - Consecutive 3 years zero MC holder. - First sales staff of Central Region sold a regular premium investment-linked policy with a case size of RM200k (pay 5 years). - PBB-AIA Jeju&Seoul Korea 6days 5nights Incentive Trip Qualifier (Issued on May 2023).