Executive - Personal Financial Services

Hong Leong Bank Berhad; Perak; On-site; MYR 40,000 - 70,000; Full time

Job summary

A leading financial institution in Malaysia is seeking a proactive sales professional to drive acquisition goals by generating and qualifying leads, developing tailored sales proposals, and negotiating effectively with clients. This role requires expertise in customer service and market research to ensure compliance and satisfaction. You will collaborate with other teams to create a unified experience while contributing to brand awareness efforts. Join us and realize your potential in a dynamic banking environment.

Qualifications

• Strong ability to generate and qualify sales leads from various sources.
• Experience in negotiating terms and closing sales effectively.
• Excellent customer service skills to ensure client satisfaction.

Responsibilities

• Generate and qualify leads from internal and external lists.
• Develop and customize sales proposals based on client needs.
• Conduct market research and monitor competitors.

Skills

Lead generation

Client relationship management

Sales proposal development

Negotiation skills

Market research

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 (team/group responsibilities)

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

Organizational (organizational responsibilities)

• 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.

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 our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are 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.

Realise your full potential at Hong Leong Bank by applying now.