Telemarketing Specialist

OCBC; Kuala Lumpur; On-site; MYR 54,000 - 78,000; Full time

Job summary

OCBC Malaysia in Kuala Lumpur seeks a results‑driven sales professional to manage a portfolio of customers, identify upsell opportunities, and present tailored financial solutions remotely. You will conduct outbound calls, build lasting relationships, and ensure service excellence while meeting regulatory requirements and bank policies.

The ideal candidate holds a degree or diploma in a relevant field with at least 2 years of financial services sales experience, plus strong communication,

Qualifications

• Degree or Diploma in a relevant field.
• 2+ years of sales experience in the financial services industry.
• Proven ability to meet and exceed sales targets.

Responsibilities

• Manage a portfolio of customers and prospects, identifying opportunities to upsell and cross-sell financial products and services.
• 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 customer loyalty and retention.
• 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

Outbound sales

Upsell & cross-sell

Relationship building

Communication & negotiation

Target achievement

Regulatory/compliance awareness

Education

Degree or Diploma in relevant field

Tools

CRM software

Microsoft Office

Job description

• Manage a portfolio of customers and prospects, identifying opportunities to upsell and cross-sell financial products and services.
• 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 customer loyalty and retention.
• 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.

Job Requirement:

• A degree or diploma in a relevant field, with at least 2 years of sales experience in the financial services industry.
• Excellent communication, interpersonal, and negotiation skills.
• Proven track record of meeting and exceeding sales targets.
• Ability to work independently in a remote setting, with minimal supervision.
• Strong problem-solving and analytical skills, with the ability to think critically and creatively.
• Proficient in CRM software and Microsoft Office applications.