Job Description (JD)
| Nama Program | Perancangan Kewangan [FB-016-5:2013] |
|---|---|
| Kod CU | FB-016-5:2013-C04 |
| Competency | Core |
| Tajuk CU | FINANCIAL PLANNING CLIENT RELATIONSHIP MANAGEMENT |
| Penerangan CU | The CU title describes the competency in Financial planning Client relationship management. Financial planning Client relationship management is the combination of skills required for client retention through excellent customer service. He or she, is responsible to assist Financial Planner on managing client and instrument provider interaction. The person who is competent in this competency unit shall be able to assist Financial Planner on marketing plan and strategies. The outcome of this competency is to produce excellence Client / Service Provider relationship management. |
| Tempoh Latihan | 240 |
| Objektif Pembelajaran | This financial planning client relationship management competency unit is the combination of skills required for client’s retention through excellent customer service. Upon completion this competency unit, trainees will be able to :- • Carry out client’s retention strategy • Carry out client’s product analysis • Carry out after sales services |
| Pra-Syarat | 0 |