Wealth Consultant - Br Bandar Baru Tunjung

Req ID: 5993- Job Description:- Responsibilities- Plan, execute and manage marketing, and sales activities for Fee-Based products to achieve the monthly target.- Plan and roll out the visitation schedule for both existing and new customers.- Participate in sales and promotional activities.- Gather and analyse financial data in order to offer financial advisory services to customers.- Attend to all customers' requests and complaints promptly and within the stipulated service level.- Timely preparation of reports on marketing, sales activities, and performance for Branch Manager / Branch Business Manager.- Proactively manage and build customer relationships and provide good after-sales service to avoid complaints and attrition.- Ensure adherence to and compliance with all internal policies, guidelines, and external regulatory requirements.Specific Skills/Knowledge- 2-3 years of experience in unit trust or takaful products.- Acquiring TBE/FIMM certification is an advantage.- Possess a Diploma/Degree in a related field from a recognised education institution.- Enjoy meeting people and engaging in meaningful conversations.- Strong team player, self-motivated, and capable of working independently.