Total 55 financial consultant job vacancies in Selangor

About Us

Bjak is focused on providing access to affordable and sustainable financial services for people in ASEAN. Headquartered in Malaysia, Bjak is the largest insurance portal in Southeast Asia. Our main portal, Bjak.com, helps millions find the insurance policy with the best value and highest coverage for them. Our investments in technology such as Custom API, trading systems and data science is to enable easy access to financial services that were previously inaccessible or difficult to understand.

Our core strengths are in navigating the most complex regulations and environments, creating some of the most innovative products in the world. For instance, we are the first platform globally to simplify and offer investment-linked life and health insurance online, coupled with an instant talk-to-agent service.

Overview:

As a Customer Experience, you will be responsible for making outbound call to customers while effectively promoting our insurance products and plans based on their specific needs. You will play a crucial role in assisting customers in understanding the various life insurance options available to them and guiding them towards the most suitable coverage.

• Making outbound call towards customers in a professional and courteous manner.
• Listen actively and empathize with customers to understand their unique situations and insurance needs.
• Provide personalized recommendations about different insurance options, coverage, benefits, and premiums that align with customers' requirements.
• Educate customers on the features, benefits, and coverage of various insurance plans offered by the company.
• Assist customers in completing applications, processing claims, and resolving any issues or concerns.
• Handling customer inquiries, resolving issues, and addressing concerns effectively via all form of communication channel.- Maintaining accurate records of customer interactions and transactions.
• Collaborating with sales and other departments to meet customer needs and achieve company goals.
• Continuously updating knowledge of insurance products, industry trends, and regulations.

• You will be working in a fast-growing startup that promotes flexible and open culture.
• Fast moving, challenging and unique business problems
• Attractive remuneration and performance incentives
• Strong learning and development plans for your career growth
• Great career development opportunities in a growing company
• International work environment and flat organization
• Competitive salary
• Casual work attire

About Us

Bjak is focused on providing access to affordable and sustainable financial services for people in ASEAN. Headquartered in Malaysia, Bjak is the largest insurance portal in Southeast Asia. Our main portal, Bjak.my, helps millions find the insurance policy with the best value and highest coverage for them.

Our core strengths are in navigating the most complex regulations and environments, creating some of the most innovative products in the world. For instance, we are the first platform globally to simplify and offer investment-linked life and health insurance online, coupled with an instant talk-to-agent service.

Role Overview:

We are currently seeking a dedicated and experienced Insurance Sales Consultant to join our dynamic team. As a Insurance Sales Consultant you will be responsible for providing expert advice and guidance to clients on life insurance products, responsible to respond to customer inquiries and close sales while maintaining high levels of customer satisfaction. The ideal candidate should have a passion for sales, excellent communication skills, and the ability to promote insurance products effectively over the phone.

Key Responsibilities:

• Conduct outbound calls to potential customers to promote BJAK Life Insurance products and services.
• Provide accurate information about insurance policies, coverage options, and benefits to customers.
• Listen empathetically to customer needs and suggest suitable insurance plans tailored to their requirements.
• Close sales by effectively presenting the value of BJAK Life Insurance products.
• Meet and exceed sales targets while maintaining high levels of customer satisfaction.
• Document customer interactions and sales activities in the company's CRM system.

• High school diploma or equivalent (Bachelor's degree preferred).
• Previous experience in Financial Advisor or related fields is preferred.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced and target-driven environment.
• Knowledge of insurance products and terms is a plus.
• Ethical and customer-focused approach to business.

• You will be working in a fast-growing startup that promotes flexible and open culture

• Fast moving, challenging and unique business problems
• Attractive remuneration and performance incentives
• Strong learning and development plans for your career growth
• Great career development opportunities in a growing company
• International work environment and flat organization
• Competitive salary

The Analyst, Anti-Financial Crime Compliance will form part of the Global Risk and Compliance (GRC) team to provide support across the business in relation to AFCC operational matters. Reporting to the Senior Manager of AFCC, you would have sound knowledge of AML regulatory requirements and related industry best practices.

 

You will play a pivotal role in safeguarding our organisation against financial crimes, ensuring compliance with AML regulations and contributing to the overall integrity of our financial systems. You will be responsible for conducting comprehensive reviews of merchant transactions, enhancing AML monitoring processes and ensuring compliance with regulatory requirements.  You will collaborate with cross-functional teams to implement the enhancements of AML systems, staying abreast of regulatory development to ensure our organisation remains at the forefront of compliance. 

This role requires a solid understanding of AML/CFT practices while working with merchants, third party payment and banking partners in the Fintech and Payments’ space in addition to regulators.   

Most importantly, you will be passionate about compliance, with a drive to contribute to and enhance the strong compliance culture and operational excellence across the company.

Key Responsibilities

• Support Finmo’s compliance efforts across multiple geographies
• Follow policies and procedures to ensure compliance with regulations, including but not limited to Anti-Money Laundering (AML) and Know Your Business (KYB)
• Utilise AML monitoring systems to conduct ongoing reviews of customer transactions and identify potential suspicious activities.
• Investigate alerts generated by the AML monitoring system, conduct thorough analysis of transaction data, and escalate suspicious activities as appropriate.
• Conduct enhanced due diligence and/or periodical reviews on high-risk customers and ensure compliance with Know Your Business (KYB) requirements.
• Prepare and file Suspicious Activity Reports (SARs) in accordance with regulatory requirements and internal policies.
• Maintain accurate and up-to-date records of AML-related activities, including transaction reviews, investigations, and SAR filings.
• Regularly assess and improve transaction monitoring, screening and regulatory reporting processes to enhance efficiency, reduce turnaround time. 
• Work closely with other cross-functional teams such as Product, Engineering,  Onboarding, Operations and to be the Subject Matter Expert for AFCC matters

 

Required knowledge and experience

• Minimum 3 years of relevant experience within a financial services/technology firm, financial institutions or card schemes with expertise in transaction monitoring and screening
• Have sound technical knowledge and experience of APAC regional or Global Compliance requirements including deep understanding of financial institutions, payments, money service businesses, and/or banking compliance, including knowledge of AML/CTF, prudential, data protection, anti-corruption, fraud and consumer protection regulations.
• Proficiency in using AML monitoring systems and software, with the ability to analyse complex financial data.
• Excellent analytical and problem-solving skills, with the ability to effectively manage and prioritise multiple tasks.
• Experience in working hands-on with other cross-functional team leaders, such as onboarding team, product managers, data analysts, operations analysts in improving AFCC processes and systems 
• Possess a “getting-things-done” mindset and demonstrate a strong work ethic as well as a high degree of integrity
• Methodical and systematic work approach with excellent time management, and possess a continuous improvement mindset.
• Strong analytical mindset with strong attention to detail, report writing and documenting outcomes of investigations

 

Date Posted:

2024-03-10

Country:

Malaysia

Location:

Otis Elevator Company (M) Sdn Bhd, 15-01 Menara Symphony, No 5, Jalan Semangat, Seksyen 13, 46200 Petaling Jaya, Selangor Darul Ehsan , Malaysia

At Otis, it’s our people that make us different.

Join the Otis family where collaboration, innovation and empowerment help each individual and the company reach new heights. Come and join us today and be part of the Forbes 2023 World's Best Employers!

About you

Otis Elevator is growing and we are recruiting a Service Sales (Maintenance Sales) Consultant. Reporting to the Service Sales Manager, the Service Sales Consultant will be responsible for promoting and selling elevator and escalator service agreements to both new and existing customers. This role is instrumental in driving revenue growth and expanding our service contract portfolio.
 

What you will be doing

• Identify and pursue new business opportunities by prospecting and qualifying potential customers for elevator and escalator service agreements.

• Build and maintain strong relationships with existing customers to understand their service needs and promote contract renewals and upgrades.

• Collaborate with the sales and service teams to develop tailored service solutions that meet customer requirements and enhance their experience.

• Prepare and deliver compelling sales presentations and proposals to effectively communicate the value of Otis service offerings.

• Negotiate contract terms and pricing to secure new service agreements and achieve sales targets.

• Stay updated on industry trends and market developments to identify competitive advantages and position Otis as a leader in elevator and escalator services.

What you will need to be successful

• Proven experience in sales, preferably in the elevator, escalator, or related industries.

• Strong understanding of sales principles and techniques, with a track record of meeting or exceeding sales targets.

• Excellent communication and interpersonal skills to build rapport with customers and effectively convey the value of service agreements.

• Ability to work independently and as part of a team to develop and execute sales strategies.

• Proficiency in CRM software and sales tools for pipeline management and reporting.

• Bachelor's degree in business, sales, marketing, engineer or a related field is preferred.

What’s In it For Me

• Opportunity to work with the world market leader in a crisis-proof industry.

• We offer you lucrative remuneration including basic salary, allowances and attractive sales incentive.

• We will train you intensively in the areas of technology, processes & soft skills and you can exchange ideas with experienced colleagues at any time.

Apply today to join us and #BuildWhatsNext

Otis is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class. To request an accommodation in completing an employment application due to a special need or a disability, please contact us at careers@otis.com.

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About Us

Bjak is focused on providing access to affordable and sustainable financial services for people in ASEAN. Headquartered in Malaysia, Bjak is the largest insurance portal in Southeast Asia. Our main portal, Bjak.com, helps millions find the insurance policy with the best value and highest coverage for them. Our investments in technology such as Custom API, trading systems and data science is to enable easy access to financial services that were previously inaccessible or difficult to understand.

Our core strengths are in navigating the most complex regulations and environments, creating some of the most innovative products in the world. For instance, we are the first platform globally to simplify and offer investment-linked life and health insurance online, coupled with an instant talk-to-agent service.

Role Overview:

We are currently seeking a dedicated and experienced Life Insurance Consultant (Mandarin speaker) to join our dynamic team. As a Life Insurance Consultant, you will be responsible for providing expert advice and guidance to mandarin speaker clients on life insurance products and responsible to respond to customer inquiries. The ideal candidate should possess strong interpersonal skills, a deep understanding of life insurance products, and a commitment to delivering excellent customer service.

Key Responsibilities:

• Must be able to communicate in Mandarin.
• Respond promptly and professionally to customer inquiries via phone, email, or chat.
• Conduct thorough consultations with clients to understand their insurance needs.
• Develop and maintain strong relationships with clients through effective communication, trust-building, and providing ongoing support.
• Maintain accurate and detailed records of client interactions, transactions, and policy information.

• High school diploma or equivalent (Bachelor's degree preferred).
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Ethical and customer-focused approach to business.

• You will be working in a fast-growing startup that promotes flexible and open culture

• Fast moving, challenging and unique business problems
• Attractive remuneration and performance incentives
• Strong learning and development plans for your career growth
• Great career development opportunities in a growing company
• International work environment and flat organization
• Competitive salary

About Us

Bjak is focused on providing access to affordable and sustainable financial services for people in ASEAN. Headquartered in Malaysia, Bjak is the largest insurance portal in Southeast Asia. Our main portal, Bjak.com, helps millions find the insurance policy with the best value and highest coverage for them. Our investments in technology such as Custom API, trading systems and data science is to enable easy access to financial services that were previously inaccessible or difficult to understand.

Our core strengths are in navigating the most complex regulations and environments, creating some of the most innovative products in the world. For instance, we are the first platform globally to simplify and offer investment-linked life and health insurance online, coupled with an instant talk-to-agent service.

Role Overview:

We are seeking a highly motivated and results-driven individual to join our team as a Life Insurance Consultant. As a Life Insurance Consultant, you will be responsible for providing expert advice and guidance to clients on life insurance products and helping them make informed decisions to secure their financial future. The ideal candidate should possess strong interpersonal skills, a deep understanding of life insurance products, and a commitment to delivering excellent customer service.

Key Responsibilities:

• Respond promptly and professionally to customer inquiries via phone, email, or chat.
• Conduct thorough consultations with clients to understand their financial goals, lifestyle, and insurance needs.
• Stay up-to-date on various life insurance products, their features, benefits, and limitations to effectively educate clients and recommend suitable solutions.
• Analyze clients' financial situations and insurance requirements to recommend customized life insurance plans that align with their goals and objectives.
• Develop and maintain strong relationships with clients through effective communication, trust-building, and providing ongoing support.
• Conduct regular reviews of clients' insurance portfolios to ensure coverage remains relevant and make adjustments as needed.
• Stay informed about industry trends, regulatory changes, and competitor offerings to provide clients with the most current and relevant information.
• Adhere to industry regulations and company policies to ensure ethical and compliant business practices.
• Maintain accurate and detailed records of client interactions, transactions, and policy information.

• High school diploma or equivalent (Bachelor's degree preferred).
• Proven experience in life insurance sales or related financial services.
• Strong knowledge of different types of life insurance products and their suitability for various client needs.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Ethical and customer-focused approach to business.

• You will be working in a fast-growing startup that promotes flexible and open culture

• Fast moving, challenging and unique business problems
• Attractive remuneration and performance incentives
• Strong learning and development plans for your career growth
• Great career development opportunities in a growing company
• International work environment and flat organization
• Competitive salary

About Us

Bjak is focused on providing access to affordable and sustainable financial services for people in ASEAN. Headquartered in Malaysia, Bjak is the largest insurance portal in Southeast Asia. Our main portal, Bjak.com, helps millions find the insurance policy with the best value and highest coverage for them. Our investments in technology such as Custom API, trading systems and data science is to enable easy access to financial services that were previously inaccessible or difficult to understand.

Our core strengths are in navigating the most complex regulations and environments, creating some of the most innovative products in the world. For instance, we are the first platform globally to simplify and offer investment-linked life and health insurance online, coupled with an instant talk-to-agent service.

Role Overview:

We are seeking a dedicated and customer-focused Life Insurance Consultant to join our team. As a Life Insurance Consultant, you will play a crucial role in providing excellent service to our clients, addressing their inquiries, and ensuring a smooth and positive customer experience. This position requires a strong understanding of life insurance products, effective communication skills, and the ability to empathize with clients' needs.

Responsibilities:

• Respond promptly and professionally to customer inquiries via phone, email, or chat.
• Provide accurate information about life insurance policies, coverage, and benefits.
• Assist customers with policy changes, claims processing, and other service-related requests.
• Educate customers on various life insurance options, helping them make informed decisions based on their needs and preferences.
• Analyze and assess customer profiles to recommend suitable life insurance solutions.
• Investigate and resolve customer issues, complaints, or discrepancies with a focus on customer satisfaction.
• Collaborate with internal teams to address complex customer concerns.
• Maintain accurate and up-to-date customer records, ensuring all interactions are documented in the company's systems.
• Stay informed about the latest developments in life insurance products and industry regulations.
• Participate in ongoing training to enhance product knowledge and customer service skills.
• Collaborate with sales, underwriting, and claims teams to streamline processes and improve overall customer service.

• High school diploma or equivalent (Bachelor's degree preferred).
• Relevant certifications in life insurance or customer service is a plus
• Previous experience in customer service, preferably in the insurance industry.
• Strong understanding of life insurance products and industry regulations.
• Excellent communication and interpersonal skills.
• Problem-solving and decision-making abilities.
• Detail-oriented with strong organizational skills.
• Ability to work independently and as part of a team.

• You will be working in a fast-growing startup that promotes flexible and open culture

• Fast moving, challenging and unique business problems
• Attractive remuneration and performance incentives
• Strong learning and development plans for your career growth
• Great career development opportunities in a growing company
• International work environment and flat organization
• Competitive salary

If you are looking to excel and make a difference, take a closer look at us…

If you are looking to excel and make a difference, take a closer look at us…

The Personal Financial Services Operation & Customer Service Executive's key responsibility is to engage with walk-in customers for transaction processing followed by need based discussion with customers for cross selling. Additionally you will also be the first point of contact to recommend Bank’s products and services to customers and be responsible for high levels of Customer service and seamless transactions.

Sales & Service

• Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;

• Carry clear targets for specific products – CASA and FD Book growth and account opening, cross selling of PL, Credit Cards, Portfolio Sales and ASBF Funding and any other product as deemed fit for Branch Ops; 

• Learn and use I-Pads/other devices (if applicable to branch) for customer service/ cross selling;

• Assist in calling up customers for service / sales interactions;

Operations

• Carry out Branch RCSA through sample checking and effective rectification as applicable;

• Accept and process transactions (deposits, withdrawals, Remittances, ANSB and any other products launched by the Bank) in a timely and accurate manner;

• Over-ride transactions as per Bank defined transaction limits;

• Responsible for overall branch cash holding and end of day cash balancing (applicable for Chief Cashier);

• Comply with staff rotation guidelines through inter-branch/region transfer as part of operational risk mitigation;

• Observe and comply with the Bank’s Code of Conduct & Ethics;

Other Responsibilities

• Maintain confidentiality of customers and Bank’s information in a responsible manner;

• Keep a clean, organized work area and maintain a professional appearance;

• Attend all trainings as applicable including e-learning/Workday;

• Filing of reports;.

• Where needed, assist in branch housekeeping activities, including but not limited to moving of carton boxes, retrieving of vouchers from storage, etc;

• Carry out other duties as assigned periodically.

Requirements

Education/Qualification

• Malaysian citizen

• Fresh graduates or candidates with relevant work experience are welcome to apply

Experience

• Related working experience in financial institution or related field

• Possess customer interaction / cash handling / transaction processing / sales experience

Special Skills

• Basic banking knowledge

• High level of integrity and accountability

• Excellent service mindset and communication skills and cross selling skills

• Professional appearance and courtesy

Certification/Licensing Requirements (optional)

• FIMM / UT license

• PCE & TBE license

What’s next?

• Once you’ve applied online, our team will carefully review your application. Due to a high volume of applications, we appreciate your patience to allow for a fair and timely review process.

• Should you be shortlisted for the role, we will send you an invitation via email for an interview. You can also check on your application status by logging into your candidate account.

Realise your full potential at Hong Leong Bank by applying now.

• Melakukan kunjungan dan merekrut dealer potensial.
• Menjelaskan tentang bisnis dan produk consignment Moladin Digital Indonesia.
• Membantu dealer dalam proses transaksi pembelian (buyout) dan penjualan (sellout).
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• Wajib memiliki pengalaman minimal 1 tahun sebagai sales di perusahaan multifinance / otomotif / perbankan / koperasi / asuransi.
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• Wajib memiliki pengalaman dalam bidang sales di perusahaan multifinance/otomotif/perbankan/koperasi/asuransi.
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• Memiliki kemampuan dasar dalam menggunakan Microsoft Office.