Executive - Personal Financial Services

2 weeks ago


Cheras, Selangor, Malaysia Hong Leong Bank Full time
If you are looking to excel and make a difference, take a closer look at us

Job responsibilities:

  • Generate and qualify leads from internal and external lists to achieve acquisition goals
  • Source and develop client referrals to achieve acquisition goals
  • Develop sales proposal and customize by client
  • Schedule sales activity and ensure optimum pipeline generation
  • Make sales calls to new potential and existing clients
  • Negotiate effectively with clients
  • Conduct briefing and training to clients
  • Respond to sales enquiries and concerns by phone, electronically or in person
  • Ensure customer service satisfaction and good client relationships
  • Follow up on sales activities to ensure sales closure and accounts are open timely
  • Monitor and report on sales activities and follow up for management
  • Carry out market research and surveys
  • Participate in sales events and roadshows where applicable
  • Monitor competitors, market conditions and product development
  • Ensure all tasks are carried out in full compliance with guidelines and regulations
  • To collaborate with other departments to create a unified experience
  • To create an achievement oriented working environment
  • Responsibility to our ETC customers put HLB's long term interest ahead of short term gain.
  • Continuous effort to improve business in support of building brand awareness and improving customer experience.
  • Ensure all sales proposals are delivered ontime and within scope

Requirements:

  • Diploma, Higher Diploma or Bachelor's degree in Business, Finance or related field is preferred
  • Min 3 years in sales experience
  • Experience in banking products, process and policies
  • About Hong Leong Bank_
  • We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a DigitalattheCore ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China._
  • We seek to strike a balance between diversity, inclusion and merit to achieve our _
- mission of infusing diversity in thinking and skillsets into our organisation._
- are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. _

  • Expanding on our "Digital at the Core" ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive lifelong learning, achieve their career aspirations and grow talent from within our organisation._


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