To provide solution and recommendation based on client financial goals.
To promote and assist clients on their financial planning and investment.
To provide insurance & takaful planning and services for clients to fulfil their financial needs, stability and security.
Review on client financial portfolio.
Achieving personal and team sales target.
Will be trained in various roles on HR , Sales , Management and Training .
Performers will be groomed for Top Management posts.
Building strong customer relationship.
To review and provide advice on clients' financial needs.
To perform any other ad-hoc tasks as assigned by Superior