Financial advisory and sales
• Achieve sales target assigned by Center Director, Business Development in compliance with company’s
process and local regulations
• Generate new sales by seeking and providing professional financial consultancy to individual customers
on need-based
• Explore up-sales/ cross- sales opportunities from existing & walk-in customers based on their unfilled
needs
• Actively generate sales leads to build up customer database through various sales/ business development
activities/ channels
• Act as a life partner of the customers in tailoring the advisory with word-of-mouth approach
Customer Service
• Provide a one-stop service by offering customers financial solutions that met customers’ multiple needs
• Build up rapport and maintain solid relationship with customers and internal operation staffs to provide
good customer service and holistic financial solutions when needed
• Follow company’s procedures and local regulations in implementing transactions during customer journey
(customer onboarding, document submission, claim,..)
• Be accountable to handle customer’s enquiry while ensuring the committed turn-around time
Branding
• Be an active ambassador to promote company, De La Sól and personal brands across channels in a
professional way