Personal Financial Consultant (Nationwide)

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 custom...