great vision division heads
DESCRIPTION
For more info, visit http://www.greatvision.com.my/TRANSCRIPT
GREAT VISION ADVISORY GROUPDivisional Heads
Disclaimer: This Slide is Strictly for Internal Use Only
ONE Stop Financial Services PlatformLIFE
TAKAFUL
GI
EB
MORTGAGE
BUSINESS ADVISORY
Disclaimer: This Slide is Strictly for Internal Use Only
UNIT TRUST
PRS
GREAT VISION ADVISORY GROUP
FAMILY TRUST
GREAT VISION
Back End Support
Distribution Channel
Product Innovatio
n
Disclaimer: This Slide is Strictly for Internal Use Only
Marketing Developme
nt
Education &
Training
Finance Manageme
nt
IT System Support
Human Resource
Back End
Support
Sales & Marketin
g Business
Units
Financial
Services
Platform
Disclaimer: This Slide is Strictly for Internal Use Only
GREAT VISION
Back End Support
Admin & Operation
Accounts / HR / IT
Marketing Support
Kelvin Andy Edward
Disclaimer: This Slide is Strictly for Internal Use Only
Admin & Operation
Kelvin
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
Marketing Support
Andy
Product Innovatio
n
Associate
Tranining
Market Explorati
on
Annual Meeting
Arrangement
Media Contact
s
Disclaimer: This Slide is Strictly for Internal Use Only
Edward
Accounts Division
Human Resource
IT Support
Disclaimer: This Slide is Strictly for Internal Use Only
Accounts, HR & IT
Disclaimer: This Slide is Strictly for Internal Use Only
Back End
Support
Sales & Marketin
g Business
Units
Financial
Services
Platform
GREAT VISION
Life CA
Kelvin
Financial Services
Operation SupportServices
Disclaimer: This Slide is Strictly for Internal Use Only
Personal, Family & Business Financial Planning
CA AIAGibraltar
Life CA
UT CA
Financial Services
Operation SupportServices
Disclaimer: This Slide is Strictly for Internal Use Only
Funds Solutions• Hwang
Investment• Hwang PRS• AIA PRS
Andy Yap
Takaful CA
Life CA
UT CA
Financial Services
Operation SupportServices
Disclaimer: This Slide is Strictly for Internal Use Only
SK TAN
Takaful Insurance• AIA Takaful
• Bumi Marketing
Takaful CA
Life CA
UT CA
Bank Loan
Financial Services
Operation SupportServices
Disclaimer: This Slide is Strictly for Internal Use Only
William
Bank Financial Products• MayBank• MayBank(SME)• MayBank
(Singapore)• OCBC• AIA
1st in
Malaysia
Central Ipoh Penang JB Ben Jack Steven William
Takaful CA
Life CA
UT CA
Bank Loan
GI / EB
Financial Services
Operation SupportServices
Disclaimer: This Slide is Strictly for Internal Use Only
• AIA• QBE• MSIG• ETIQA• Jernih• Kurnia• Chartis• Lonpac
• Tokio• Multi-P
GI Providers
Alan
Assistant:Damian
EB Providers• AIA• Takaful Malaysia
Takaful CA
Life CA
UT CA
Bank Loan
EB Special Task Force
Financial Services
Operation SupportServices
Disclaimer: This Slide is Strictly for Internal Use Only
• Employee Benefit• PRS• Unit Trust• Mortgage• Life Insurance
EB Worksite Marketing
Neo Sammie GI / EB
Biz Advisory
Financial Services
Operation SupportServices
Disclaimer: This Slide is Strictly for Internal Use Only
Takaful CA
Life CA
UT CA
Bank Loan
EB Task Force
GI /EB
Business Advisory• Biz Succession• Personal & Family Wealth
Planning• Biz Continuation• Employee Retention• Tax Planning
Dato’ Chua Assistant ： Darian & Dave
Private Client Services• Family Trust
• Charity Trust
• Financial Security
Program
• Asset Protection Trust
• etc
PCS / TRUST
Financial Services
Operation SupportServices
Disclaimer: This Slide is Strictly for Internal Use Only
Andy
Assistant ：Cheah Teck Wai
Takaful CA
Life CA
UT CA
Bank Loan
EB Task Force
GI /EB
Biz Advisory
Financial Services
Operation SupportServices
Disclaimer: This Slide is Strictly for Internal Use Only
Marketing
Performance Development ， Marketing, Networking & SME Focus• SME International
Forum• Investment Seminar• Wealth Management
Workshop• Financial Product
Innovation
Andy
Takaful CA
Life CA
UT CA
Bank Loan
EB Task Force
GI /EB
Biz Advisory
PCS / TRUST
Takaful CA
Life CA
UT CA
Bank Loan
GI /EB
EB Task Force
Financial Services
Operation SupportServices
Disclaimer: This Slide is Strictly for Internal Use Only
PCS / TRUST
GV Excellent Achievers EAC Activities• Achievers Recognition• MDRT• COT• TOT
Anthony
GV EA
Marketing
Biz Advisory
Disclaimer: This Slide is Strictly for Internal Use Only
Back End
Support
Sales & Marketin
g Business
Units
Financial
Services
Platform
GREAT VISION
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
Disclaimer: This Slide is Strictly for Internal Use Only
Nationwide Network宏愿理财机构 – 全马布局
Mid Valley Kuching
IpohKlang PJ
Penang
JB
Mentakab
Segamat
Prai
Surian Puchong
Total 12 Branches80 Supporting Staff / 30 Group Agency Managers / 60 Business Development Managers / 600 Business Associates
Thank You
Disclaimer: This Slide is Strictly for Internal Use Only