About this role
Sales:
• 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.
Key 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.