Job Description (JD)
| Nama Program | PERKHIDMATAN SOKONGAN PRA-PERANCANGAN KEWANGAN [K661-004-3:2025] |
|---|---|
| Kod CU | K661-004-3:2025-C01 |
| Competency | Core |
| Tajuk CU | Conduct prospecting activities |
| Penerangan CU | Conduct prospecting activities involves entering detailed information on prospects into the database according to database system. The person who is competent in this CU should be able to identify prospects’ personal information requirements, process prospects’ personal detail and engage qualified prospects’. The outcome of this CU is to ensure that correct information is maintained in the data and utilized for related activities according to the financial planning database system. |
| Tempoh Latihan | 184 |
| Objektif Pembelajaran | The learning outcomes of this competency are to enable the data information kept and the related financial activities utilised according to prospect and clients’ engagement. Upon completion of this competency unit, trainees should be able to: 1. Identify prospects’ personal information requirements. 2. Process prospects’ personal detail. 3. Engage qualified prospects’. |
| Pra-Syarat | Tiada. |