Sales
• Solicit and promote sales of PF-i products
• Achieve individual sales targets and contribute towards to achievement of Group targets
• Prepare and pro-actively execute sales plans for prospective customers, using internal marketing as well as self-generated leads
• Set appointments, carry-out sales call visits where necessary, prospecting and early engagement with new to bank customers
• Cross selling of other retail banking products such as ASB, PF, Credit cards etc.
Customer Service
• Ensure high standard of customer experience in line with the quality and standards set by the Bank
Compliance
• Ensure compliance to the policies and procedures set by the Bank
• Protect the image and brand of the Bank
Operations
• Ensure that the physical sales centre or sales hub is well maintained in line with the quality and standards set by the Bank
Skills Required
- Solicit and promote PF-i products
- Achieve individual sales targets and contribute to group targets
- Prepare and proactively execute sales plans for prospective customers
- Set appointments, conduct sales visits, and prospect new-to-bank customers
- Cross-sell other retail banking products (ASB, PF, Credit cards)
- Ensure high standard of customer experience per bank quality standards
- Ensure compliance with bank policies and procedures
- Maintain physical sales centre or sales hub to bank standards
