Financial Sales Executive

Roles and Responsibilities: - Present, promote and sell capabilities and services to existing and prospective customers. - Understand company processes and its pros and cons. - Understand the needs, quotation, approval and auditing processes of customers. - Perform cost-benefit and needs analysis of existing/potential customers to meet their needs. -...

SPM/STPM with 3 years working experience; or Diploma Holder with < 1 year experience Bank Financial Executive Help Bank customers to financially plan for their future through wealth protection, accumulation, and distribution. Job Description **Sell and promote bancassurance products and identify customer segments for new sales ** Perform prospecting and...

1)Provide service to clients’ changing financial needs by promoting our products and services. 2) Create and maintain good rapport with clients by offering good quality services for repeat business and referrals 3) Conduct in-depth reviews of clients’ financial plan, current provision and future aims and assist customer in choosing the right financial...

Responsible for marketing **banking products **at bank branches - To build relationships with bank customers for up selling and **providing professional personal financial advisory services**: - Engage in sales and marketing event at the bank. - Provide follow up on the policy servicing services to customer, i.e. payment mode, change in plans, trustee...

**Title: Junior Sales Associate (Full Time)** **Company Description** CAP 1 Financial Group (CFG) is a Venture Management & Private Equity company headquartered in Singapore and holds a Capital Markets Services licence (CMS No.100968) regulated by Monetary Authority of Singapore. She has subsidiaries in Thailand and China and has been issued Qualified...

At FirstWorks Group, our mission is to bring the best jobs to talents from all across Asia. **Position: Banking Financial Executive (Fresh Graduates / Non-Financial Background)** **Company: (Informed once shortlisted)** **Working days & hours depends on bank branch.** **Probation period: 3 months** - Promote Bancassurance. - Engage and assist bank...

**Responsibilities**: - Identify new business opportunities, initiate business development activities, develop and manage key client relationships among others. - Manage and execute the business development strategy for Malaysia Markets - Implement tactical plans to help meet and exceed organizational expectations - Ensure the accuracy, timeliness and...

**SALES EXECUTIVE** **Full Job Description** Position: Sales Executive Department: Sales & Marketing Reports to: Director **Responsibilities** - Conduct market research to identify selling possibilities and evaluate customer needs - Actively seek out new sales opportunities through cold calling, networking and social media - Set up meetings with...

**Position Overview**: At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

**JOB RESPONSIBILITIES** - Maintain all the necessary reporting to the banks and backup system reports - Maintain the company bank balance and remain cognizant of outstanding checks - Approve invoices that need to be paid - Read and review any documentation attached to checks for approval and accuracy sake - Make sure all financial statements and tables are...

**Sell and promote bancassurance products and identify customer segments for new sales** **Perform prospecting and cold calls to engage with potential customers for sales** **Participate in sales and marketing events to acquire new customers** **Establish business relationships with customers to strengthen rapport for up selling activities** **Provide...

Meeting with clients. Offering specialized financial guidance and advice. - Completing financial needs analyses. Creating and explaining customized plans. - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. Analyzing clients' risk. - Encouraging clients to invest in the future Echelon Consulting Group ( ECG ) exists...

Meeting with clients. Offering specialized financial guidance and advice. - Completing financial needs analyses. Creating and explaining customized plans. - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. Analyzing clients' risk. - Encouraging clients to invest in the future Echelon Consulting Group ( ECG ) exists...

If you are looking to excel and make a difference, take a closer look at us Job 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. - Build rapport and relationship...

**Requirements**: - Proven experience as a Sales Executive or relevant role - Proficiency in English & BM - Excellent knowledge of MS Office - Fast learner and passion for sales - Self-motivated with a results-driven approach - At least a Diploma - Willing to travel **Responsibilities**: - Conduct - Actively seek out new sales opportunities through cold...

**JOB DESCRIPTION** - Responsible for achieving the set sales targets; monthly, quarterly and yearly - Actively participate in all marketing and promotional events organized by the Company and Mercedes-Benz Malaysia (MBM). - To ensure excellent customer service by providing knowledgeable, courteous, responsible and efficient service reflecting of the...

**JOB DESCRIPTION** - Responsible for achieving the set sales targets; monthly, quarterly and yearly - Actively participate in all marketing and promotional events organized by the Company and Mercedes-Benz Malaysia (MBM). - To ensure excellent customer service by providing knowledgeable, courteous, responsible and efficient service reflecting of the...

To be responsible for all sales functions. - To assist the Head of Department to prepare and generate periodic Sales Reports, Management Reports and other reports. - To assist in all roadshow and exhibition matters. - To perform and carry out all other assignments or duties related to sales and marketing. **Requirements**: - Proficient in English, Bahasa...

Executive - Personal Financial Services (Operations & Customer Service) **If you are looking to excel and make a difference, take a closer look at us...** Engage with walk in customers for transaction processing followed by need based discussion with customers for cross selling. Recommend Bank's products and services to customers and responsible for high...

Responsibilities: - Sell and promote bancassurance products and identify customer segments for new sales - Perform prospecting and cold calls to engage with potential prospects for sales - Participate in sales and marketing events to acquire new customers - Build business relationships with customers to strengthen rapport for up-selling activities - Provide...