Welcome Guest ( Log In | Register )

Outline · [ Standard ] · Linear+

 How to be part-time PB Mutal Fund agent

views
     
TSAaronCjS
post Oct 21 2007, 05:12 PM, updated 19y ago

Getting Started
**
Junior Member
141 posts

Joined: Mar 2005


Hi, is there anybody mind to share with me how to apply to be part-time PB Fund sales agent? Any terms and condition?
SUSDavid83
post Oct 21 2007, 05:23 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
PB series? Not PM series right?
yewkhuay
post Oct 21 2007, 05:45 PM

I don't even belong here....
*******
Senior Member
6,657 posts

Joined: Jul 2006
what seems to be the problem....walk in, i m sure the managers are happy to recruit u...
amenlo9
post Oct 21 2007, 05:48 PM

Look at all my stars!!
*******
Senior Member
2,627 posts

Joined: Jan 2003
From: Sepang,Cheras,Jupiter



my colleagues is their agent.he told me we need to pass the exam in order to become their agent.their exam mostly cover some basic knowledges and product informations.
SUSDavid83
post Oct 21 2007, 05:49 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
This is interesting too ... perhaps after this, I could my hands on some PB series fund. hmm.gif
ataris
post Oct 21 2007, 06:02 PM

Eyes of a Gamer
******
Senior Member
1,635 posts

Joined: Jan 2003
From: BASF Asia Pacific


pb and pm is different ?
SUSDavid83
post Oct 21 2007, 06:12 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
QUOTE(ataris @ Oct 21 2007, 06:02 PM)
pb and pm is different ?
*
Slightly different but both series are managed by PM.
Lover
post Oct 21 2007, 07:25 PM

-H@TE FFKer-
******
Senior Member
1,852 posts

Joined: Oct 2006
From: K.L


just take the course n pass the exam.. ^^ spm qualified is enuff..
Jordy
post Oct 21 2007, 08:35 PM

Entrepreneur
Group Icon
Elite
5,626 posts

Joined: Nov 2004
From: Klang, Selangor


QUOTE(AaronCjS @ Oct 21 2007, 05:12 PM)
Hi, is there anybody mind to share with me how to apply to be part-time PB Fund sales agent? Any terms and condition?
*
There's no such thing as a PB agent..
All agents are under PM..
PB series of funds are sold by bank tellers, not agents..

To be a PM agent, you need to get recruited by existing agent..
You need to be at least 21 years old, and Grade 3 in SPM or its equivalent..
After that, you need to pay up and register under the branch and go for the Comprehensive CUTE (Computerised Unit Trust Examinations) tutorial, and go for the CUTE examination..
Once you pass the exam, FMUTM will nhave to approve your application before issuing you the licence..
justin_nys
post Oct 21 2007, 11:22 PM

Regular
******
Senior Member
1,192 posts

Joined: Jan 2003
From: Bandar Utama


aiya AaronCjS ...You want to become PM agent but u never visted www.publicmutual.com.my before? smile.gif u can get more info there.
Lover
post Oct 21 2007, 11:36 PM

-H@TE FFKer-
******
Senior Member
1,852 posts

Joined: Oct 2006
From: K.L


any1 can verify.. wats the minimum age for agent application.. 18 o 21?
Futura
post Oct 22 2007, 01:37 PM

Regular
******
Senior Member
1,896 posts

Joined: Jan 2003
From: Subang Jaya



AFAIK, Public Bank(PBB) Mutual Fund agent is from their own full time staff and not related to Public Mutual(PM). They can only sell certain range of funds managed by Public Mutual. Similarly, Public Mutual agent, be it full time or part time, can sell all series of PM funds EXCEPT those sold by PBB Mutual Fund agent. Therefore both PBB & PM agent has no conflict of interest.
One must be at least a SPM holder and 21 years old to apply as PM agent. Interested to becoming an agent? Can PM me. I tell you how. smile.gif
mememe12
post Oct 22 2007, 04:53 PM

Nikon + MBP i7 :)
*******
Senior Member
2,849 posts

Joined: Aug 2005


and if within a year.. your 30k target is not hit! then bye...
Jordy
post Oct 22 2007, 05:13 PM

Entrepreneur
Group Icon
Elite
5,626 posts

Joined: Nov 2004
From: Klang, Selangor


QUOTE(mememe12 @ Oct 22 2007, 04:53 PM)
and if within a year.. your 30k target is not hit! then bye...
*
I don't think that's the way..
The 30k target is for the refund purposes, not the annual target, if I remember correctly..
Do correct me if I'm wrong..
And for those who were asking the same questions, please refer to my post in the middle for answers..
I think I have explained quite thoroughly..
Futura
post Oct 22 2007, 06:15 PM

Regular
******
Senior Member
1,896 posts

Joined: Jan 2003
From: Subang Jaya



QUOTE(mememe12 @ Oct 22 2007, 04:53 PM)
and if within a year.. your 30k target is not hit! then bye...
*
Aiseh, bro pls don't provide misleading info if u r unsure, no offence ya! wink.gif

The 30k target is for new agent to hit within first 3 months, in order to redeem exam fees which cost around RM247.50. Which means, if new agent is able to hit 30k sales within 1st three months, PM will give u RM247.50 cash as reward.

mememe12
post Oct 23 2007, 10:51 AM

Nikon + MBP i7 :)
*******
Senior Member
2,849 posts

Joined: Aug 2005


oops.. sorry =.='' tats wat i heard from my fren?

he told me if one year didn't hit rm30k.. then the agent status will be gone? it is not true?
Jordy
post Oct 23 2007, 10:55 AM

Entrepreneur
Group Icon
Elite
5,626 posts

Joined: Nov 2004
From: Klang, Selangor


QUOTE(Futura @ Oct 22 2007, 06:15 PM)
Aiseh, bro pls don't provide misleading info if u r unsure, no offence ya!  wink.gif

The 30k target is for new agent to hit within first 3 months, in order to redeem exam fees which cost around RM247.50. Which means, if new agent is able to hit 30k sales within 1st three months, PM will give u RM247.50 cash as reward.
*
It's within first 6 months bro..

QUOTE(mememe12 @ Oct 23 2007, 10:51 AM)
oops.. sorry =.='' tats wat i heard from my fren?

he told me if one year didn't hit rm30k.. then the agent status will be gone? it is not true?
*
Nope, I've never heard of such a thing, unless my upline has missed it out.. smile.gif
Futura
post Oct 23 2007, 11:38 AM

Regular
******
Senior Member
1,896 posts

Joined: Jan 2003
From: Subang Jaya



QUOTE(Jordy @ Oct 23 2007, 10:55 AM)
It's within first 6 months bro..
Nope, I've never heard of such a thing, unless my upline has missed it out.. smile.gif
*
Yea initially I was told 6 months. But later I joined the Success101 class the speaker told us the rebate valid till end of this year regardless which month u joined PM as agent. But don't worry, next year there will be similar rebate offer to new recruitment. I have a colleague(new joiner) who hit 60k one day during roadshow. drool.gif
So I think 30k target is like peanuts if u r diligent enough... rclxms.gif

This post has been edited by Futura: Oct 23 2007, 11:40 AM
Jordy
post Oct 23 2007, 05:35 PM

Entrepreneur
Group Icon
Elite
5,626 posts

Joined: Nov 2004
From: Klang, Selangor


QUOTE(Futura @ Oct 23 2007, 11:38 AM)
Yea initially I was told 6 months. But later I joined the Success101 class the speaker told us the rebate valid till end of this year regardless which month u joined PM as agent. But don't worry, next year there will be similar rebate offer to new recruitment. I have a colleague(new joiner) who hit 60k one day during roadshow. drool.gif 
So I think 30k target is like peanuts if u r diligent enough... rclxms.gif
*
Haha, thinking of the 30k is really easy..
I use my money to invest then kau tim.. smile.gif
mememe12
post Oct 25 2007, 12:22 PM

Nikon + MBP i7 :)
*******
Senior Member
2,849 posts

Joined: Aug 2005


wah.. u all so rich =.='' so the 30k limit is exist one or not?

2 Pages  1 2 >Top
 

Change to:
| Lo-Fi Version
0.0175sec    0.41    5 queries    GZIP Disabled
Time is now: 15th December 2025 - 01:32 AM