Executive - Personal Financial Services Telemarketing (Cards Portfolio)

Hong Leong Bank; Malaysia; On-site; MYR 42,000 - 60,000; Full time

Job summary

Hong Leong Bank in Malaysia seeks a motivated telesales professional to promote HLB credit cards and personal loans by phone. You will qualify prospects, close sales, and generate New-To-Bank leads while upholding service standards and compliance.

Role focuses on achieving daily and monthly targets, staying knowledgeable on our credit card portfolio, and collaborating with the team in a fast-paced banking environment.

Qualifications

• Experience in banking/financial services is preferred.
• Excellent phone etiquette and communication skills.
• Ability to meet sales targets and maintain quality service.

Responsibilities

• Engage customers by phone to promote HLB credit cards and personal loans, using probing and closing skills.
• Generate new leads through referrals for New-To-Bank customers.
• Cross-sell/up-sell to existing customers with the credit card portfolio.
• Explain HLB products and promotions and pre-qualify prospects based on credit criteria.
• Ensure daily/monthly productivity targets are met and exceed indicators.
• Maintain service standards and comply with Code of Conduct & Ethics policies.
• Stay informed on products/market trends and share feedback with team.
• Collaborate with colleagues to deliver a positive customer experience.

Skills

Cross-selling

Tele-sales

Prospecting

Closing skills

Education

Bachelor's or Diploma in Finance/Business

Tools

CRM tooling

Job description

If you are looking to excel and make a difference, take a closer look at us… Engage customers for cross sell purpose via phone in promoting HLB credit cards / personal loan by using probing, qualifying and closing skills. Generate additional leads through referrals for acquiring New-To-Bank customers. Cross sell and up sell to existing customers with an array of credit card portfolio products. To explain HLB product offering, product promotions and to pre-qualify prospect based on specific credit criteria To ensure daily and monthly productivity target is achieved and exceed sales performance indicators set by management. To maintain and uphold service standards ensuring it is complying to the compliance and consistency of Code of Conduct & Ethic policy in cards and personal loan acquisition effort at all times. Keeping abreast with competitive issues, products and the financial market. Active participation in providing feedback during discussions Fostering positive relationship with team members within team and department. To carry out any other duties as directed by the management.

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.

Hong Leong Bank (“HLB”) stands proudly as a leading financial services institution based in Malaysia, providing a wide range of comprehensive and innovative financial solutions across the region. These services are delivered through both digital and traditional means, via online and mobile banking, as well as our digital branch concept to provide customers with an efficient and seamless experience aided by technology. As the service and financial landscape changes rapidly with the ever‑increasing use of technology, staying attuned to customers needs and desires becomes even more critical to HLB’s operations. To stay ahead of these dynamic changes, the Bank has adopted the approach of reimagining banking by embedding digital considerations and customer centricity in every aspect of our operations, from products and services as well as customer care and engagement. HLB’s ethos of being Digital‑At‑The‑Core powered by customers‑at‑the‑forefront will continue to lead us to innovate offerings in line with our aspiration of being a highly digital and innovative financial services organization.