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.