Remote Financial Services Sales Executive

OCBC Malaysia; Malaysia; Remote; MYR 36,000 - 60,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Community initiatives

Learning & development opportunities

Wellbeing support

Job summary

OCBC Malaysia is seeking a Telemarketing Executive for remote outbound sales. You will manage customer portfolios, perform outbound calls, and tailor financial solutions to client needs while meeting sales targets and regulatory guidelines.

The role requires a degree or diploma and at least 2 years of financial services sales experience, with strong communication and negotiation skills and proficiency in CRM software and MS Office.

Qualifications

• A degree or diploma in a relevant field.
• At least 2 years of sales experience in financial services.
• Excellent communication, interpersonal and negotiation skills.

Responsibilities

• Manage a portfolio of customers and prospects, identifying opportunities to upsell and cross-sell financial products.
• Conduct outbound sales calls to engage with customers, understand their needs, and present tailored solutions.
• Build and maintain relationships with customers, providing exceptional service and support to drive loyalty.
• Meet and exceed sales targets, while adhering to regulatory requirements and bank policies.
• Collaborate with internal stakeholders to resolve customer issues and improve overall customer experience.

Skills

Sales experience

Communication skills

Remote work

CRM software

Education

Degree or Diploma

Tools

CRM software

Microsoft Office

Job description

OCBC Malaysia is seeking a Telemarketing Executive for remote outbound sales. You will manage customer portfolios, perform outbound calls, and tailor financial solutions to client needs while meeting sales targets and regulatory guidelines.

The role requires a degree or diploma and at least 2 years of financial services sales experience, with strong communication and negotiation skills and proficiency in CRM software and MS Office.