Location
singapore
Job Type
Full-time
Posted
June 23, 2026
Job Description
Job Description
- Administer the centralized case management cycle on rotating schedule, ensure cases are assigned to appropriate officers for assessment, compile the outcome of the reviews for reports and statistical purposes.
- Review the list of documents against a predefined checklist.
- Review the call logs by sales staff to ensure compliance with a standardized set of questions during the remote phone sales.
- Maintain accurate records of the review outcome and preparation of detailed reports on findings from the documentation checks and call reviews.
- Work closely with the sales team to promptly rectify any discrepancies in the documents to ensure closure of the cases.
- Contribute to the development and improvement of documentation check processes and procedures.
- Reviewing and understanding customers’ profile, products purchased and perform update customer’s ‘MWP’ (My Wealth Planner – document that is used for as...