About this role
Key Responsibilities: 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.
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.