Personal Financial Consultant (Sarawak EM3) | Hong Leong Bank Berhad

RESPONSIBILITIES:

  • Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets.
  • To actively cross selling Banking/Financial products.
  • Assess/evaluate and propose credit applications diligently.
  • Build rapport and relationship with chosen customers to establish loyalty and repeated sales and increase product holding.
  • Provide excellent customer service and uphold professionalism to reflect Bank’s image
  • Seek continuous improvement in the following areas to enhance job skills and competencies :-
    • Product knowledge
      Selling skills
    • Market intelligence / Competitor’s check
  • Comply to statutory requirement and sales compliance in relation to FSA, KYC, AMLA and all relevant
  • internal policies & procedures and sales compliance
  • Participate in strong teamwork and working relationship with colleagues at all times

REQUIREMENTS:

  • Candidate must possess at least a Diploma.
  • Required skill(s): PCE (General), PCE (Life), PCE (Unit Linked), CEILI, CUTE, Selling Skills.
  • Required language(s): Multilingual - English, Bahasa Malaysia, Mandarin/Chinese dialects
  • At least 2 year(s) of working experience in the related field is required for this position.

Source: https://www.jobstreet.com.my/en/job/personal-financial-consultant-sarawak-em3-3502829?fr=21