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Executive - Personal Financial Services (Mobile Deposit Specialist)

Executive - Personal Financial Services (Mobile Deposit Specialist)

Hong Leong Bank BerhadTAI, TAIPING BR
19 days ago
Job description

If you are looking to excel and make a difference, take a closer look at us…

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

  • To collaborate with other departments to create a unified experience;
  • To create an achievement oriented working environment.
  • Organizational

  • 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
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    Executive Financial • TAI, TAIPING BR