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.