Key Responsibilities include:

1. Sales Submission

Processing of pre/post sales submission from representatives for submission to product providers
Checking of submission documents based on regulatory and internal guidelines to assess the status of submission & perform the necessary follow-up
Perform data entry on sales submissions
Meeting of KPIs – accuracy, quality output and service levels
Attend to queries from product providers, representatives or inter-department
Adherence to regulatory and internal guidelines for processing functions
2. Representative Management Administration

Update of representative particulars
Onboarding/ Offboarding of representatives
3. Correspondence Handling

Disseminate announcement from product providers to keep representatives updated on product/process update
4. Systems & Others

Work on enhancement for new system and perform User Acceptance Testing (UAT) for changes implemented and issue logs raised
Update Standing Operating Procedure manual on a timely basis
Perform ad-hoc tasks as and when assigned
Work closely with cross-functional teams for processing functions with interdependencies
Identify interdependencies when analyzing issues and proactive to propose resolution

Requirements / Qualifications:

Diploma in Business Administration or equivalent
Minimum 2-3 years preferably in banking/financial industry
Possess knowledge in financial products (such as insurance and investment)
Proficient in Microsoft Office applications
Self-motivated and able to work independently
Ability to multi-tasks and take ownership of assigned tasks.
Exhibit good interpersonal skills and good team player
Display mature and professional disposition
Good communication, time management and organizational skills
Compliance with company and regulatory guidelines

Only candidates can apply for this job.

About Us

Founded in 2003, We are the online recruitment portal that specializes in banking and finance industry recruitment.

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