Sales
Key Responsibilities:
Solicit and promote sales of PF-i products.
Achieve individual sales targets and contribute towards Group targets.
Prepare and proactively execute sales plans for prospective customers using internal marketing and self-generated leads.
Set appointments and conduct sales visits as necessary, prospecting and engaging new-to-bank customers.
Cross-sell other retail banking products such as ASB, Credit Cards, Deposits, etc.
Customer Service
Ensure a high standard of customer experience in line with the Bank’s quality and standards.
Compliance
Adhere to policies and procedures set by the Bank.
Protect and uphold the image and brand of the Bank.
Operations
Maintain the physical sales centre or sales hub to meet the Bank’s quality and standards.
Requirements
Bachelor’s Degree in any related field.
Minimum 1 year of experience in sales and customer service.
Relevant licenses for the portfolio.
Highly motivated, success-driven, self-initiated, and able to work with minimal supervision.
Comfortable engaging with people and taking personal responsibility for delivering results.
Strong selling and negotiation skills.
Excellent interpersonal skills with a service-oriented mindset.
Demonstrates initiative, perseverance, and passion in a fast-paced, demanding environment.
Ability to relate and connect with the local community.
Good communication skills.
Basic understanding of finance and banking products.
Basic computer skills.