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Sales and Business Development:
Drive sales targets:
Achieve sales targets for deposits, investments, loans (ASBF, SMART MONEY, Education loans), bancassurance, credit cards, and business referrals.
Client Relationship Management:
Build and maintain strong relationships with enterprise clients, understand their financial needs, and recommend appropriate products and services.
Credit Acquisition:
Assist in acquiring new corporate loans and financing, exceeding targets and managing the team.
Portfolio Management:
Manage a portfolio of corporate accounts, monitoring their status and credit risk.
Cross-selling and Upselling:
Identify opportunities to cross-sell and up-sell existing clients, expanding their portfolio with the bank.
Compliance and Risk Management:
Adherence to Regulatory Standards:
Ensure all staff adhere to Branch Manual, BNM Guidelines, and other regulatory requirements.
Internal Control:
Maintain internal controls and procedures, ensuring compliance with regulatory and bank policies.
AML/CFT:
Apply AML/CFT internal programs and procedures, including record-keeping and reporting suspicious transactions.
Risk Assessment:
Assess client risk profiles and suitability for products and services, maintaining accurate call reports.