Personal Finance & Banking Advisor

HLB; Seberang Perai; Sur place; MYR 42 000 - 66 000; Plein temps

Résumé du poste

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

Responsabilités

• 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

Description du poste

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