Tele-sales Executive – Banking Industry

2 days ago

Petaling Jaya, Selangor, Malaysia PERSOLKELLY Workforce Solutions Malaysia Sdn Bhd Full time 40,000 - 60,000 per year
Key Responsibilities:
  • Engage existing clients to deepen relationships and promote cross-selling or up-selling of banking products (e.g., credit cards, personal loans).
  • Follow up on online leads and form drop-offs to convert into successful sales.
  • Achieve individual and team sales targets consistently.
  • Ensure accurate and timely data entry of client interactions and sales outcomes in CRM systems.
  • Maintain up-to-date knowledge of retail banking products and digital offerings.
  • Ensure compliance with internal policies, regulatory requirements, and the Group's Code of Conduct.
  • Collect and verify client information in accordance with KYC and verification protocols.
  • Utilize dialers and lead management systems effectively to maximize productivity.
  • Provide feedback on client insights and market trends to improve sales strategies.
Requirements:
  • Strong communication and interpersonal skills.
  • Goal-oriented with a proactive and resilient attitude.
  • Familiarity with digital banking platforms is an advantage.

  • Fluency in English; Mandarin or other regional languages is a plus (to support Singapore clientele).

  • Open to Fresh Graduates – Minimum SPM qualification and above.

  • Experienced candidates are welcome but must not be frequent job hoppers.

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