Helps individuals and organizations manage their finances by providing guidance on loan financial planning, and other financial matters.
Work with clients to develop personalized financial plans, monitor their progress, and adapt strategies as needed.
Key responsibilities include understanding client needs, researching financial products, preparing financial reports, and staying updated on market trends.
Leads provide, cool calling for the new customers for the Senior Advisor and Sales Manager to closed the sales.
Job Types : Full-time, Permanent, Fresh graduate
Pay : RM2, RM8,000.00 per month
Language :
Work Location : In person
Telemarketing • Kuala Lumpur, Kuala Lumpur, Malaysia