Job Description (JD)
| Nama Program | PERKHIDMATAN SOKONGAN PRA-PERANCANGAN KEWANGAN [K661-004-3:2025] |
|---|---|
| Kod CU | K661-004-3:2025-C02 |
| Competency | Core |
| Tajuk CU | Maintain clients' financial planning database. |
| Penerangan CU | Maintain prospect and client financial planning database describes the ability to screen and segregate client into categories according to client interest. The person who is competent in this CU should be able to identify client personal information, screen client eligibility, oversee client service process and update client database. The outcome of this CU is a well-organized financial planning database for prospects and clients, ensuring privacy and confidentiality. |
| Tempoh Latihan | 92 |
| Objektif Pembelajaran | The learning outcomes of this competency are to enable financial planning database for prospects and clients well-organised ensuring privacy and confidentiality according to PDPA requirement. Upon completion of this competency unit, trainees should be able to: 1. Sort client personal information. 2. Determine client eligibility. 3. Conduct client financial planning need. 4. Update client database. |
| Pra-Syarat | Conduct prospecting activities (K661-004-3:2025-C01) |