Executive - Personal Financial Services (Mobile Deposit Specialist)

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

This position is a sales role and has responsibilities in Deposits account acquisition from consumers and businesses with opportunity to obtain leads for other products through The position will explain how products work and the services available, provide sales materials and support, create new leads and follow up with new customers. The sales specialist can work on a wide variety of relevant industries, such as manufacturing, retail, pharmaceutical, to name a few and with focus on payroll accounts.

Key Responsibilities and Accountabilities

Functional

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

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