24 Financial Sales jobs in Malaysia

Financial & Sales Operations Analyst

Kuala Lumpur, Kuala Lumpur NEXTLABS INC.

Posted 11 days ago

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Job Description

NextLabs is looking for an experienced Financial & Sales Operations Analyst who will be responsible for creating and monitoring financial models and KPI’s to track Company performance, enhance accountability, and provide decision support. The Financial & Sales Operations Analyst will also provide sales operations and systems administration support, including salesforce.com and SharePoint, by supporting customer acquisition and compliance processes, providing internal user resources and training, and ensuring process and systems optimization. The position reports to the CFO and VP of Sales and involves close coordination with senior management and other key personnel primarily in the Finance, Sales and Professional Services organizations.

Essential Functions and Responsibilities:

Financial Analysis & Reporting

  1. Identify and collect relevant financial data from all applicable business units, processes, and projects
  2. Prepare internal and external reporting packages including preparing relevant data for presentations to the Board of Directors and investors
  3. Assist with regular budgeting and forecasting processes
  4. Develop dynamic and user-friendly financial analyses and modeling to enable efficient decision-making
  5. Assist with ad hoc analysis, benchmarking, and reporting
  6. Own the day-to-day requirements of assigned systems, including fulfilling all reporting and metrics needs, ensuring data integrity, creating standardized dashboards and processes, assisting users with questions and training, and proposing new functionality for potential adoption
  7. Respond timely to customer onboarding and compliance requirements, coordinating with other teams as needed
  8. Assist the sales and renewals teams with proposals and quotations
  9. Develop and manage Sales and Professional Services operations sites on SharePoint
  10. Develop and maintain standardized policies, procedures, and sales resources
  11. Proactively identify sales operations process inefficiencies and streamline or automate them

Skills and Experience:

  1. Bachelor’s Degree in Finance, Economics, or related major
  2. MBA or CPA certification preferred
  3. 7+ years’ experience working in finance and/or accounting in the high tech industry
  4. Multi-site/geography experience preferred
  5. Experience implementing and administering finance applications
  6. Experience with salesforce.com and SharePoint a plus
  7. Ability to analyze data with creativity and innovation in mind
  8. Excellent strategic thinking and presentation skills
  9. Excellent organizational skills and attention to detail
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Financial & Sales Operations Analyst

Kuala Lumpur, Kuala Lumpur NEXTLABS INC.

Posted today

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Job Description

NextLabs is looking for an experienced Financial & Sales Operations Analyst who will be responsible for creating and monitoring financial models and KPI’s to track Company performance, enhance accountability, and provide decision support. The Financial & Sales Operations Analyst will also provide sales operations and systems administration support, including salesforce.com and SharePoint, by supporting customer acquisition and compliance processes, providing internal user resources and training, and ensuring process and systems optimization. The position reports to the CFO and VP of Sales and involves close coordination with senior management and other key personnel primarily in the Finance, Sales and Professional Services organizations. Essential Functions and Responsibilities: Financial Analysis & Reporting Identify and collect relevant financial data from all applicable business units, processes, and projects Prepare internal and external reporting packages including preparing relevant data for presentations to the Board of Directors and investors Assist with regular budgeting and forecasting processes Develop dynamic and user-friendly financial analyses and modeling to enable efficient decision-making Assist with ad hoc analysis, benchmarking, and reporting Own the day-to-day requirements of assigned systems, including fulfilling all reporting and metrics needs, ensuring data integrity, creating standardized dashboards and processes, assisting users with questions and training, and proposing new functionality for potential adoption Respond timely to customer onboarding and compliance requirements, coordinating with other teams as needed Assist the sales and renewals teams with proposals and quotations Develop and manage Sales and Professional Services operations sites on SharePoint Develop and maintain standardized policies, procedures, and sales resources Proactively identify sales operations process inefficiencies and streamline or automate them Skills and Experience: Bachelor’s Degree in Finance, Economics, or related major MBA or CPA certification preferred 7+ years’ experience working in finance and/or accounting in the high tech industry Multi-site/geography experience preferred Experience implementing and administering finance applications Experience with salesforce.com and SharePoint a plus Ability to analyze data with creativity and innovation in mind Excellent strategic thinking and presentation skills Excellent organizational skills and attention to detail

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Financial Executive Sales

Butterworth, Pulau Pinang ELITE TEAM CONSULTANCY

Posted 6 days ago

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Job Description

What We Need
br>Minimum Diploma or Degree or equivalent in academic qualification
Aggressive, proactive, outspoken, self-discipline and willing to explore new opportunity.
Possess own transport.
Fresh graduates with great enthusiasm are encouraged to apply.
Pursuing for Diploma & Degree with great passion are welcomed to apply.

What We Offered
Internship
Full Time (Basic RM2K5 + Commission Up To RM7K )
Part Time ( Full Commission Up To RM3K)

Incentive Trips Allowance Twice a Year

Franchise Bonus

Company Retirement & Pension Fund



Job Benefits

• Basic income scheme + High commission + Incentive Trips < r>• Comprehensive training and guided advisory < r>• Career progression ( Train To Be Manager Within 3 Years) < r>• Location: Nationwide < r>


Job Description

Assist client to provide suitable financial solutions
Provide professional financial advise (Training is provided)
Assist client for setting up short, medium& long term financial goals
Assist client for debts cancelation planning
Assist client for comprehensive legacy planning such as Will Planning & Family Trust


WHY ELITE TEAM CONSULTANCY

We provide training across nationwide
We are young and enthusiasm (95's -05's)
30+ Agencies across nationwide ( Butterworth, Bayan Lepas, Farlim, Bukit Mertajam, PJ, Klang, Cheras, Seremban, Johor, etc…) < r>Over 30 years experiences in financial services field.
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Financial Sales Executive | Employment with Bank | Tapah (Ref:AF)

Tapah, Perak TWY Search International Sdn Bhd

Posted 11 days ago

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Job Description

This job is for a Financial Sales Executive where you'll promote banking products and help customers with their financial needs. You might like this job because it offers a solid salary, generous commissions, and the chance to grow in the banking field!

The incumbent is expected to work with a designated bank, promote and sell banking products, and achieve the monthly KPIs and targets assigned.

Benefits to join this company:
  • Exploring in banking industry.
  • Employment directly under bank.
  • Attractive start basic salary from RM 2,500 - RM 3,500
  • Attractive allowances up to RM 300
  • Attractive commission up to RM 1,500 - RM 5,000
  • Job trainings provided.
Job Responsibilities:
  • Understanding customer's financial needs and concerns.
  • Provide right consultation to client's financial needs on bancassurance products.
  • To proactively manage and build long-term customer relationships.
  • Approaching customers at branch, conduct telemarketing activities, conduct social media marketing and attend roadshows.
  • Achieving KPI and sales target given.
Job Requirements
  • Minimum Diploma or Degree in any fields.
  • 1 year sales experience in any field, priority with banking sales experience.
  • Welcome anyone who has exposure in sales from different industries.
  • Preferably posses own transportation.
  • Willing to Travel and cover surrounding branches.
  • Possess with PCE/ PCIL/ CEILLI banking license will be added advantages
How to Apply:
  • Please include all updated information in your CV such as recent photo, complete job responsibility, leaving reason of your current and past employment.
  • Please state your current earning, expected salary, date of availability and notice period.

We regret to inform that only shortlisted candidate will be notified and discuss further of the role. Thank you for your interested and understanding.

Skills

Banking

Insurance Sales

Company Benefits Car Park

Subsidised Car Parking

Insurance

Committed To Build Success Within Ourselves In Order To Provide Exceptional Services.We will Service Our Clients And Candidates To The Best Of Our Abilities.We Do This With Uncompromising Professionalism, Integrity And Business Ethics.

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Financial Sales Executive | Employment with Bank | Tapah (Ref:AF)

Perak, Perak TWY Search International Sdn Bhd

Posted today

Job Viewed

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Job Description

This job is for a Financial Sales Executive where you'll promote banking products and help customers with their financial needs. You might like this job because it offers a solid salary, generous commissions, and the chance to grow in the banking field! The incumbent is expected to work with a designated bank, promote and sell banking products, and achieve the monthly KPIs and targets assigned. Benefits to join this company:

Exploring in banking industry. Employment directly under bank. Attractive start basic salary from RM 2,500 - RM 3,500 Attractive allowances up to RM 300 Attractive commission up to RM 1,500 - RM 5,000 Job trainings provided. Job Responsibilities:

Understanding customer's financial needs and concerns. Provide right consultation to client's financial needs on bancassurance products. To proactively manage and build long-term customer relationships. Approaching customers at branch, conduct telemarketing activities, conduct social media marketing and attend roadshows. Achieving KPI and sales target given. Job Requirements

Minimum Diploma or Degree in any fields. 1 year sales experience in any field, priority with banking sales experience. Welcome anyone who has exposure in sales from different industries. Preferably posses own transportation. Willing to Travel and cover surrounding branches. Possess with PCE/ PCIL/ CEILLI banking license will be added advantages How to Apply:

Please include all updated information in your CV such as recent photo, complete job responsibility, leaving reason of your current and past employment. Please state your current earning, expected salary, date of availability and notice period. We regret to inform that only shortlisted candidate will be notified and discuss further of the role. Thank you for your interested and understanding. Skills

Banking Insurance Sales Company Benefits

Car Park

Subsidised Car Parking Insurance

Committed To Build Success Within Ourselves In Order To Provide Exceptional Services.We will Service Our Clients And Candidates To The Best Of Our Abilities.We Do This With Uncompromising Professionalism, Integrity And Business Ethics.

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Financial Sales Banker 理财顾问 (Aug Intake | Fresh Graduate) ZP

Nippon Paint

Posted 13 days ago

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Job Description

This job is about becoming a Financial Sales Banker, where you help clients with their finances while working full-time at a bank. You might like this job because you earn a salary plus commissions, bonuses, and great perks like insurance!

  • Full-Time Employment Placement with Bank.
  • Basic Salary + Commission + Incentive + Bonuses
  • Attractive remuneration scheme (sales incentive, bonuses, incentive trip)
  • Annual leave, unlimited medical and insurance coverage
  • Job training provided.

Job Responsibilities:

Job Requirements
  • Fresh Graduates are welcome to apply.
  • Minimum SPM with 5 passes , preferably Diploma or Degree .
  • Preferably 1 to 3 years of experience in sales in the Financial Industry.
Skills

Negotiation

Company Benefits Car Park

Subsidised Car Parking

Insurance

We are committed to building success within ourselves to provide exceptional services. We serve our clients and candidates to the best of our abilities with professionalism, integrity, and business ethics.

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This advertiser has chosen not to accept applicants from your region.

Financial Sales Banker 理财顾问 (Aug Intake | Fresh Graduate) ZP

TWY Search International Sdn Bhd

Posted 17 days ago

Job Viewed

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Job Description

This job is about becoming a Financial Sales Banker, where you help clients with their finances while working full-time at a bank. You might like this job because you earn a salary plus commissions, bonuses, and great perks like insurance!

  • Full-Time Employment Placement with Bank.
  • Basic Salary + Commission + Incentive + Bonuses
  • Attractive remuneration scheme (sales incentive, bonuses, incentive trip)
  • Annual leave, unlimited medical and insurance coverage
  • Job training provided.

Job Responsibilities:

Job Requirements
  • Fresh Graduates are welcome to apply.
  • Minimum SPM with 5 passes , preferably Diploma or Degree .
  • Preferably 1 to 3 years of experience in sales in the Financial Industry.
Skills

Negotiation

Company Benefits
  • Car Park: Subsidised Car Parking
  • Insurance: Comprehensive insurance coverage

We are committed to building success within ourselves to provide exceptional services. We serve our clients and candidates to the best of our abilities with professionalism, integrity, and business ethics.

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This advertiser has chosen not to accept applicants from your region.
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Financial Sales Banker 理财顾问 (Aug Intake | Fresh Graduate) ZP

Selangor, Selangor TWY Search International Sdn Bhd

Posted today

Job Viewed

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Job Description

This job is about becoming a Financial Sales Banker, where you help clients with their finances while working full-time at a bank. You might like this job because you earn a salary plus commissions, bonuses, and great perks like insurance! Full-Time Employment Placement with Bank. Basic Salary + Commission + Incentive + Bonuses Attractive remuneration scheme (sales incentive, bonuses, incentive trip) Annual leave, unlimited medical and insurance coverage Job training provided. Job Responsibilities: Job Requirements

Fresh Graduates are welcome to apply. Minimum

SPM with 5 passes , preferably

Diploma

or

Degree . Preferably 1 to 3 years of experience in sales in the Financial Industry. Skills

Negotiation Company Benefits

Car Park: Subsidised Car Parking Insurance: Comprehensive insurance coverage We are committed to building success within ourselves to provide exceptional services. We serve our clients and candidates to the best of our abilities with professionalism, integrity, and business ethics.

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(Bancassurance – Bank Sales Financial Executive)

Kuala Lumpur, Kuala Lumpur AIA Malaysia

Posted 11 days ago

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Job Description

1 week ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from AIA Malaysia

The Bancassurance role is available nationwide in partnership between AIA Malaysia and a banking market leader, helping Bank customers to financially plan for their future through wealth protection, accumulation, and distribution. We are committed to creating your development with a professional learning experience that would be rewarding in your sales career with us.

Job summary:

Key selling points:

  • Meaningful and rewarding career
  • Attractive compensation and benefits
  • Career growth and recognition

Job Responsibilities:

  • Sell and market Bancassurance products at Partner Bank's branches nationwide
  • Perform prospecting, calling, qualifying customers, setting appointments, and providing financial advisory services
  • Collaborate with branch colleagues to convert leads into sales
  • Build relationships with bank customers and strengthen rapport for up-selling
  • Participate in sales and marketing events at the bank to acquire new customers
  • Follow up on policy servicing, including payment modes, plan changes, trustee appointments, and top-ups

Who is qualified?

  • Anyone with work experience is welcome; coaching and buddy support are well established for freshers
  • Experience in bank sales is an added advantage
  • Candidate must possess at least a Diploma or Degree
  • SPM holders must have obtained 5 passes (including BM) and have at least 3 years of work experience
  • Outgoing personality and ability to engage with all levels of people
  • Good communication skills in Mandarin and English are advantageous
  • Individuals who are challenge-driven, resourceful, results-oriented, and aspire for high variable income
  • Vacancies are available nationwide
Seniority level
  • Executive
Employment type
  • Full-time
Job function
  • Sales and Marketing
Industries
  • Banking and Financial Services

Referrals increase your chances of interviewing at AIA Malaysia by 2x.

Get notified about new Bancassurance Specialist jobs in Federal Territory of Kuala Lumpur, Malaysia .

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 months ago

Federal Territory of Kuala Lumpur, Malaysia 1 month ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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(Bancassurance – Bank Sales Financial Executive)

Kuala Lumpur, Kuala Lumpur AIA Malaysia

Posted today

Job Viewed

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Job Description

1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from AIA Malaysia The Bancassurance role is available nationwide in partnership between AIA Malaysia and a banking market leader, helping Bank customers to financially plan for their future through wealth protection, accumulation, and distribution. We are committed to creating your development with a professional learning experience that would be rewarding in your sales career with us. Job summary: Key selling points: Meaningful and rewarding career Attractive compensation and benefits Career growth and recognition Job Responsibilities: Sell and market Bancassurance products at Partner Bank's branches nationwide Perform prospecting, calling, qualifying customers, setting appointments, and providing financial advisory services Collaborate with branch colleagues to convert leads into sales Build relationships with bank customers and strengthen rapport for up-selling Participate in sales and marketing events at the bank to acquire new customers Follow up on policy servicing, including payment modes, plan changes, trustee appointments, and top-ups Who is qualified? Anyone with work experience is welcome; coaching and buddy support are well established for freshers Experience in bank sales is an added advantage Candidate must possess at least a Diploma or Degree SPM holders must have obtained 5 passes (including BM) and have at least 3 years of work experience Outgoing personality and ability to engage with all levels of people Good communication skills in Mandarin and English are advantageous Individuals who are challenge-driven, resourceful, results-oriented, and aspire for high variable income Vacancies are available nationwide Seniority level

Executive Employment type

Full-time Job function

Sales and Marketing Industries

Banking and Financial Services Referrals increase your chances of interviewing at AIA Malaysia by 2x. Get notified about new Bancassurance Specialist jobs in

Federal Territory of Kuala Lumpur, Malaysia . Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 months ago Federal Territory of Kuala Lumpur, Malaysia 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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