Sales Executive

United Overseas Bank; Johor Bahru; On-site; MYR 56,000 - 89,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd is seeking a motivated Sales Executive to drive sales of comprehensive banking products to new and existing clients in Malaysia. You will identify opportunities, develop client relationships, and present tailored financial solutions, including loans and deposits, while ensuring compliance and regulatory adherence.

The role requires strong communication, negotiation skills, and a proven sales track record in banking or financial services, with a

Qualifications

• Proven track record of success in sales, preferably within banking or financial services.
• Strong understanding of banking products and services.
• Ability to build rapport and establish trust with clients.
• Results-oriented with a strong drive to achieve and exceed sales targets.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.
• Ability to work independently and as part of a team in a fast-paced environment.
• High level of integrity and professionalism.
• Relevant financial certifications (e.g., CMFAS) will be an advantage.

Responsibilities

• Identify and cultivate new business opportunities through proactive prospecting, networking, and lead generation.
• Develop and maintain strong relationships with existing clients to ensure customer satisfaction and loyalty.
• Conduct thorough needs assessments to understand client requirements and recommend appropriate UOB financial products and services, including loans, deposits, investments, and insurance.
• Prepare and deliver compelling sales presentations and proposals to prospective and existing clients.
• Negotiate terms and conditions of sales agreements, ensuring compliance with UOB policies and regulatory requirements.
• Achieve and exceed individual and team sales targets and KPIs.
• Stay informed about market trends, competitor activities, and new product offerings to position UOB's solutions.
• Collaborate with internal departments to ensure seamless client service and product delivery.
• Maintain accurate and up-to-date sales records and client information in the CRM system.
• Adhere to all UOB ethical guidelines and regulatory frameworks.

Skills

Excellent communication

Negotiation

Interpersonal skills

Education

Bachelor's degree in Business Administration, Finance, Marketing, or a related field

Tools

CRM software

Microsoft Office Suite

Job description

Company: 2201 United Overseas Bank (Malaysia) Bhd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.

Job Description

Job Summary

United Overseas Bank Ltd. (UOB) is seeking a motivated and results-oriented Sales Executive to drive sales of our comprehensive banking products and services to new and existing clients. This role is crucial in expanding our customer base and achieving sales targets within a competitive financial landscape.

Job Responsibilities

• Identify and cultivate new business opportunities through proactive prospecting, networking, and lead generation.
• Develop and maintain strong relationships with existing clients to ensure customer satisfaction and loyalty.
• Conduct thorough needs assessments to understand client requirements and recommend appropriate UOB financial products and services, including loans, deposits, investments, and insurance.
• Prepare and deliver compelling sales presentations and proposals to prospective and existing clients.
• Negotiate terms and conditions of sales agreements, ensuring compliance with UOB policies and regulatory requirements.
• Achieve and exceed individual and team sales targets and key performance indicators (KPIs).
• Stay informed about market trends, competitor activities, and new product offerings to effectively position UOB's solutions.
• Collaborate with internal departments, such as credit and product development, to ensure seamless client service and product delivery.
• Maintain accurate and up-to-date sales records and client information in the CRM system.
• Adhere to all UOB ethical guidelines, compliance standards, and regulatory frameworks.

Job Qualifications

• Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
• Proven track record of success in sales, preferably within the banking or financial services industry.
• Strong understanding of banking products and services.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to build rapport and establish trust with clients.
• Results-oriented with a strong drive to achieve and exceed sales targets.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.
• Ability to work independently and as part of a team in a fast-paced environment.
• High level of integrity and professionalism.
• Relevant financial certifications (e.g., CMFAS) will be an advantage.

Additional Requirements

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.