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Executive, Personal Financial Services
2 weeks ago
If you are looking to excel and make a difference, take a closer look at us
Key Responsibilities and Accountabilities
Functional (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
Managerial (team/group responsibilities)
- To collaborate with other departments to create a unified experience
- To create an achievement oriented working environment.
Organizational (organizational responsibilities)
- 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 on-time and within scope
**Requirements**:
Education/Qualification
- Diploma, Higher Diploma or Bachelor’s degree in Business, Finance or related field is preferred
- Experience
- 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 Digital-at-the-Core 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 life-long learning, achieve their career aspirations and grow talent from within our organisation._
