To provide solution and recommendation based on client financial goals.
To provide process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life, in the event the person becomes incapacitated and after death.
To provide each individuals and families Will and Trust (wealth distribution) Planning to ensure their wishes come true
To promote and assist clients on their financial planning and investment.
To provide insurance & takaful , Will 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 manage ad-hoc assignments