Great Vision Division Heads
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Great Vision Division Heads
- 1. GREAT VISION ADVISORY GROUP Divisional Heads Disclaimer: This Slide is Strictly for Internal Use Only
- 2. GREAT VISION ADVISORY GROUP ONE Stop Financial Services Platform LIFE TAKAFUL GI EB MORTGAGE BUSINESS ADVISORY Disclaimer: This Slide is Strictly for Internal Use Only UNIT TRUST PRS FAMILY TRUST
- 3. GREAT VISION Back End Support Distribution Channel Product Innovation Disclaimer: This Slide is Strictly for Internal Use Only Marketing Development Education & Training Finance Management IT System Support Human Resource
- 4. Back End Support Sales & Marketing Business Units Financial Services Platform Disclaimer: This Slide is Strictly for Internal Use Only GREAT VISION
- 5. Back End Support Kelvin Andy Edward Admin & Operation Accounts / HR / IT Marketing Support Disclaimer: This Slide is Strictly for Internal Use Only
- 6. Kelvin Admin & Operation Admin Support for both LIFE & TAKAFUL Admin Support for Unit Trust Business Client Services Division Associates Support & Management Disclaimer: This Slide is Strictly for Internal Use Only
- 7. Andy Marketing Support Product Innovation Associate Tranining Market Exploration Annual Meeting Arrangement Media Contacts Disclaimer: This Slide is Strictly for Internal Use Only
- 8. Edward Accounts Division Accounts, HR & IT Human Resource IT Support Disclaimer: This Slide is Strictly for Internal Use Only
- 9. Back End Support Disclaimer: This Slide is Strictly for Internal Use Only Sales & Marketing Business Units GREAT VISION Financial Services Platform
- 10. Life CA Kelvin Financial Services Operation Services Support Disclaimer: This Slide is Strictly for Internal Use Only Personal, Family & Business Financial Planning CA AIA Gibraltar
- 11. Financial Services Operation Services Support Life CA UT CA Disclaimer: This Slide is Strictly for Internal Use Only Funds Solutions • Hwang Investment • Hwang PRS • AIA PRS Andy Yap
- 12. Financial Services Operation Services Support Life CA UT CA Takaful CA SK TAN Disclaimer: This Slide is Strictly for Internal Use Only Takaful Insurance • AIA Takaful • Bumi Marketing
- 13. Financial Services Operation Services Support Life CA UT CA Takaful CA Bank Loan Disclaimer: This Slide is Strictly for Internal Use Only William Bank Financial Products • MayBank • MayBank(SME) • MayBank (Singapore) • OCBC • AIA Central Ipoh Penang JB Ben Jack Steven William
- 14. Financial Services Operation Services Support Life CA UT CA Takaful CA Bank Loan GI / EB Disclaimer: This Slide is Strictly for Internal Use Only GI Providers • AIA • QBE • MSIG • ETIQA • Jernih • Kurnia • Chartis • Lonpac • Tokio • Multi-P Alan Assistant: Damian EB Providers • AIA • Takaful Malaysia
- 15. Financial Services Operation Services Support Life CA UT CA Takaful CA Bank Loan EB Special Task Force Disclaimer: This Slide is Strictly for Internal Use Only EB Worksite Marketing • Employee Benefit • PRS • Unit Trust • Mortgage • Life Insurance Neo Sammie GI / EB
- 16. Financial Services Operation Services Support Life CA UT CA GI /EB Biz Advisory Disclaimer: This Slide is Strictly for Internal Use Only Takaful CA Bank Loan EB Task Force Business Advisory • Biz Succession • Personal & Family Wealth Planning • Biz Continuation • Employee Retention • Tax Planning Dato’ Chua Assistant：Darian & Dave
- 17. Operation Services Support Private Client Services • Family Trust • Charity Trust • Financial Security Program • Asset Protection Trust • etc Financial Services Life CA UT CA GI /EB PCS / TRUST Andy Assistant： Cheah Teck Wai Disclaimer: This Slide is Strictly for Internal Use Only Takaful CA Bank Loan EB Task Force Biz Advisory
- 18. Financial Services Operation Services Support Disclaimer: This Slide is Strictly for Internal Use Only Life CA UT CA GI /EB Marketing Performance Development， Marketing, Networking & SME Focus • SME International Forum • Investment Seminar • Wealth Management Workshop • Financial Product Innovation Andy Takaful CA Bank Loan EB Task Force Biz Advisory PCS / TRUST
- 19. Financial Services Operation Services Support Life CA UT CA Takaful CA Bank Loan GI /EB EB Task Force Disclaimer: This Slide is Strictly for Internal Use Only Biz Advisory PCS / TRUST GV Excellent Achievers EAC Activities • Achievers Recognition • MDRT • COT • TOT Anthony Marketing GV EA
- 20. Back End Support Disclaimer: This Slide is Strictly for Internal Use Only Sales & Marketing Business Units GREAT VISION Financial Services Platform
- 21. Management Team Total 12 Branches SETIA ALAM KUALA LUMPUR IPOH KUCHING MID VALLEY SURIAN PENANG MENTAKAB PUCHONG JOHOR BAHRU PRAI SEGAMAT Disclaimer: This Slide is Strictly for Internal Use Only
- 22. Total 12 Branches 80 Supporting Staff / 30 Group Agency Managers / 60 Business Development Managers / 600 Business Associates Nationwide Network 宏愿理财机构– 全马布局 Prai Ipoh Penang Klang PJ Mentakab Mid Valley Kuching Surian Puchong Segamat JB Disclaimer: This Slide is Strictly for Internal Use Only
- 23. Thank You Disclaimer: This Slide is Strictly for Internal Use Only