Role

• Reports to HOD, Planning & Solutions and coordinate with Relationship Managers and Operations Department to maintain clients’ files, do planning and proposed solutions for clients' cases.

Responsibilities

Sales Admin 

• To handle and maintain all documentation. 

• To perform file preparation for advisor’s appointment. 

• To work closely with advisor and the team on daily submission and application process. 

• To deal with client to arrange for document delivery. 

Palnning & Solution

To assist pr