Ensure daily and monthly productivity targets are achieved, striving to exceed sales performance indicators set by management.
Maintain and uphold service standards, ensuring strict adherence to compliance, consistency, and the Code of Conduct & Ethics policy in all product offering efforts at all times.
Keep abreast of competitive issues, new products, and overall financial market trends.
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To explain HLB product offering, product promotions and to pre-qualify prospect based on specific credit criteria;
To ensure daily and monthly productivity target is achieved and exceed sales performance indicators set by management;
To maintain and uphold service standards ensuring it is complying to the compliance and consistency of Code of Conduct & Ethics policy in cards and personal loan acquisition effort at all times;
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Maintain detailed and accurate records of all sales activities, customer interactions and pipeline progress in the customer relationship management system
Achieve and exceed monthly and quarterly sales targets whilst maintaining high-quality service standards
Build and nurture long-term relationships with clients to encourage repeat business and referrals
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Records all received complaints in the Customer Care Management System on the same day and monitors the cases regularly until they are resolved.
Carries out various operational support tasks, completes routine daily assignments, prepares correspondence, and participates in departmental projects.
Shares feedback, suggestions, and ideas with the Customer Service Unit team to enhance service quality.
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•Ensure compliance with alloperating & regulatory guidelines, sales practice, sales dos & don’ts,code of ethics and conduct and company’s internal policies.
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