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CRM Assistant Manager (Mortgage)

RM 4,000 - RM 6,000 / month

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About Our Client

Our client is a leading property investment education platform that empowers individuals to build wealth through strategic real estate financing. They offer a proven system that teaches investors how to acquire properties without using their own money, by leveraging financial institutions effectively. Join a team dedicated to helping people achieve financial freedom through smart property investment strategies.

Responsibilities:

  • Oversee day-to-day CRM operations, including customer service, sales support, and administrative tasks.
  • Schedule and coordinate meetings to support business operations.
  • Prepare and maintain essential documents, records, and reports.
  • Analyze and update weekly and monthly sales reports, comparing budgeted vs. actual performance.
  • Assist in preparing scheduled reports to ensure smooth operations.
  • Ensure accuracy in document verification and information processing.
  • Manage and update customer records in the CRM system efficiently.
  • Organize and maintain filing systems systematically.
  • Support the department with daily assigned tasks and ensure compliance with company policies.

Requirements:

  • 1-2 years of experience in loan sales within the banking sector.
  • Strong analytical and reporting skills.
  • Excellent organizational and communication skills.
  • Proficiency in English & Mandarin (written & spoken) is required.

Benefits:
Competitve renumeration and attractive quarterly incentives
Parking benefits
Overtime allowances (if eligible)
Annual bonuses

Job Type: Full-time

Pay: RM4,000.00 - RM6,000.00 per month

Benefits:

  • Dental insurance
  • Health insurance
  • Opportunities for promotion
  • Professional development
  • Vision insurance

Schedule:

  • Fixed shift
  • Monday to Friday

Supplemental Pay:

  • Overtime pay
  • Performance bonus

Ability to commute/relocate:

  • Kuala Lumpur: Reliably commute or planning to relocate before starting work (Preferred)

Experience:

  • loan sales: 1 year (Preferred)

Language:

  • mandarin (Preferred)

Work Location: In person