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Personal Financial Consultant

Open 35d

Create your future with Affin! ​​You too can make a difference.

Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too.

ACCOUNTABILITIES
•  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.
•  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.

REQUIREMENTS
•  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.
•  Able to work independently and in a team with minimal supervision.
•  Proactive and possesses can-do attitude.

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