Job Description

• To achieve sales revenue target assigned by the Bank and contribute towards the achievements of the overall branch target.
• To promote and professionally sell a range of wealth and banca products to existing and potential customers
• To maintain regular contacts with customers to develop relationship for higher share of customers’ wallet
• Participate in branch/region/Bank sales activities and campaigns to achieve deliverables
• Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals

• Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
• Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention
• Plan and identify cross selling/up selling to increase customers’ PHR and revenue
• Set appointments, sales visitations, prospecting and engagement with customers
• Account opening for CASA for wealth customers

• Maintain regular contact with existing customers to foster closer relationship and for referrals
•  Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
• Compliance to Bank’s policy, procedures and observe sales code of ethics

Job Requirements

• Candidate must possess at least a Bachelor's Degree, Post Graduate Diploma, Professional Degree, Master's Degree, any field.
• At least 2 years of working experience in the related field is required for this position.
• Preferably Senior Executives specializing in Sales - Financial Services (Insurance, Unit Trust, etc) or equivalent. 
• Possess relevant licenses required for the portfolio (FIMM license is a MUST). 
• Good interpersonal and relationship building skills. 
• Sales and results oriented. 
• 20 Full-Time positions available.

Company Benefits

Additional Info