About this role
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Job Description
Key Responsibilities:
• Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment. • Manage customer relationships to increase share of wallet under the "Farmer" concept. • Provide financial planning advice to customers - focusing on Wealth Management Products. • Take initiative and run activities to source leads. • Keep abreast of customers' need and market trends and competitors' programme offers and activities for targeted customers regularly. • Liaise with customers and convert leads to sales.
Job Requirements:
• Degree / Diploma holders in any discipline. • Minimum 2 – 3 years of working experience in a branch sales environment. • Possess the compulsory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc. • Result oriented, passionate with marketing and willing to adopt to new things. • Ability to work independently with minimum supervision. • Ability to deliver high quality customer service to external and internal customers. • Possess good interpersonal skills and able to actively interact with all levels of customers.