Executive - Personal Financial Services Branch Sales (Personal Financial Consultant)

HLB; Seberang Perai; On-site; MYR 42,000 - 66,000; Full time

Job summary

Hong Leong Bank in Malaysia seeks a sales-oriented professional to solicit leads via referrals and cold calls, conduct marketing visits, launches, and road shows to achieve sales targets. The role emphasizes cross-selling banking/financial products and providing excellent customer service.

You will assess credit applications diligently, build rapport with customers to foster loyalty and repeat sales, and ensure compliance with FSA, KYC, AMLA and internal policies while working in a collaborative

Responsibilities

• Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets.
• To actively cross selling Banking/Financial products.
• Assess/evaluate and propose credit applications diligently.
• Build rapport and relationship with chosen customers to establish loyalty and repeated sales and increase product holding.
• Provide excellent customer service and uphold professionalism to reflect Bank's image
• Seek continuous improvement in the following areas to enhance job skills and competencies
• Product knowledge / Selling skills / Market intelligence / Competitor's check
• Comply to statutory requirement and sales compliance in relation to FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance
• Participate in strong teamwork and working relationship with colleagues at all times

Job description

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

• Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets.
• To actively cross selling Banking/Financial products.
• Assess/evaluate and propose credit applications diligently.
• Build rapport and relationship with chosen customers to establish loyalty and repeated sales and increase product holding.
• Provide excellent customer service and uphold professionalism to reflect Bank's image
• Seek continuous improvement in the following areas to enhance job skills and competencies
• Product knowledge / Selling skills / Market intelligence / Competitor's check
• Comply to statutory requirement and sales compliance in relation to FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance
• Participate in strong teamwork and working relationship with colleagues at all times

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 ourmission of infusing diversity in thinking and skillsets into our organisation.Candidatesare 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.