Muar, Johore, Malaysia
A matured, self-motived and responsible worker. Known to be a people person and a great team player. I am able to manage multiple tasks, work under pressure and adapt to challenging situation.
- Managed and resolved customer complaints across multiple channels (calls, email, walk-ins). - Maintain clear, empathetic communication by keeping customers updated on complaint progress and handling difficult situations professionally. - Maintained accurate records and prepared complaint reports. - Collaborated with internal teams to improve service quality and reduce recurring issues. - Ensured timely resolution in line with company internal policies and SLA.
• Interview customers to determine financial eligibility and feasibility of granting loans. • Evaluate credit worthiness by processing loan applications and documentation within specified limits. • Complete loan contracts and counsel clients on policies and restrictions. • Set up meetings with potential clients and listen to their wishes and concerns. • Gather feedback from customers or prospects and share with internal teams.
Key Responsibility: - Attend Business Development Managers, advisers and clients’ investment related enquiries and requests via counter service, calls and emails. - Attend Business Development Managers, advisers and clients’ concerns and complaints. - Perform daily tasks i.e., counter service, attend incoming calls, check completion of application form, sales submission etc. - Perform administrative tasks. - Conduct Client Loopback calls (Client Survey). - Partner with Compliance to assist with due diligence and completion of enhance due diligence form. - Conduct AML/ CFT monthly review report.
Completed PCEIA and CEILLI Key Responsibility: - Financial Operation and Management - Regulation and Compliance - Customer Service and Marketing - Financial Analysis - Financial Advisory