Associate, Branch Services (Kluang)

JOB PURPOSE/OBJECTIVE

• Monitoring and ensuring the smoothness of the branch daily operational flow.
• Assist on ad-hoc projects as when the need arises from time to time.
• To execute special task assigned by the Regional Business Head & Head of Dept.

KEY RESPONSIBILITIES

1.Customer Service: Attend calls, walk-in advisers and investors

• Handle enquiries, requests and complaints promptly from advisers. (answer through fax, email, official response letter, verbally through tele- conversation).
• To assist in following up all matters related to FIMM especially FIMM Yearly License renewal, distribute FiMM’s certified agent’s identity cards to advisers and FIMM Seminars.
• Check completion of forms and acknowledge all forms received prior to further distribution to Adviser Services & Operation Department.
• Responsible for routine follow-up of incomplete forms from advisers to ensure submission is carried out appropriately.
• Perform daily operation such as general administration and coordination work to ensure smooth operation at regional branches and agencies.
• Ensure enough promotional materials and forms available at regional branches and agencies.
• Support the business development team in the promotional activities of our products.
• Educate advisers about the operating procedures for application form submission, redemption, transfer, switching and Adviser Application Form.
• Provide advisers with sufficient and accurate information pertaining to our product / funds.
• Update advisers for dates, venues and details regarding CUTE organised by Company.
• Supporting the area of Retail, Private Wealth, Institutional and KenWealth Products and services.

2.Supporting the Business Development Managers / Branch Manager

• Prepare the necessary documents such as forms / prospectus/ etc. as required by BDMs.
• Cordinating functions such as Investment Seminars / Workshops for both IUTA and Agencies.

3.Petty Cash Reconciliation

• Petty cash in and out must record down to ensure cash is tally with record and not short by end of the day
• Every purchase must attach with proof of receipt. By end of month, petty cash recon and receipt must glance and signed by superior then send to finance and admin department

4.Others

• Handle E-submission on investment
• Handle daily collection confirmation report
• Handle investment cheque bank-in
• Handle EPF application document
• Document filing and documentation
• Update Advisers information
• To execute special task assigned by the Regional Business Head & Head of Dept.

Job Requirements:-

• Candidate must possess at least Bachelor's Degree/Post Graduate Diploma/Professional Degree in any field.
• Fresh graduate is encourage to apply.