to advise customer's based on their needs and financial strength so as to allow them to make a good decision for themselves.
to help customer's to analyse which insurance products is best fit for their current situation and giving them a peace of mind by making a better decision for their future.
Involve in cross selling products with the current accounts, wise accounts, saving accounts, SME
Loans, Housing Loans and credit card based on customer's needs and providing them a good solution to make.
Attend weekend roadshows by cold calling fixed deposit customer's back to renew their fixed deposit, at the same time, providing them financial solution for them and their families.
Results : Produce sales results and customer'satisfaction where they are able to make a better decision based on their financial situation.
Soft Skills : Communication, Problem solving, presentation and team work.
Notable achievement : Achieve 100K sales in a month for the branch at Shah Alam to get incentive from AIA.