Banking Solutions Expert

4 days ago


Johor Bahru, Johor, Malaysia OCBC Bank Full time

About the Role

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We are seeking a highly skilled and results-driven Personal Financial Consultant to join our team at OCBC Bank. As a key member of our sales force, you will be responsible for providing expert advice on financial products and services, building strong relationships with clients, and delivering outstanding customer service.

Main Responsibilities

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  • To develop and implement effective sales strategies, identifying opportunities to increase business and drive revenue growth.
  • To conduct regular meetings with clients, analyzing their financial situations and recommending suitable financial solutions.
  • To work closely with internal stakeholders, including product specialists and relationship managers, to ensure seamless delivery of banking services.
  • To stay up-to-date with industry trends and regulatory requirements, maintaining a deep understanding of the banking landscape.

Requirements

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  • Bachelor's degree in any field from an accredited university or college, with a strong academic record.
  • Possess excellent analytical and problem-solving skills, with the ability to interpret complex financial data and recommend tailored solutions.
  • Proven track record in sales or service experience, preferably within the banking industry, with a strong ability to build relationships and drive results.
  • Possess a valid driving license and own transport, ensuring flexibility and mobility in meeting client needs.
  • License and relevant certifications (PCE, CEILI, CUTE, etc.) are an added advantage, demonstrating expertise and commitment to professional development.


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