Investment Management Associate

WHITE SOCIETY PTE. LTD.; Singapore; On-site; SGD 150,000 - 200,000; Full time

Job summary

A financial services company in Singapore is seeking a Customer Engagement representative to build strong relationships with customers and drive sales of financial products. Responsibilities include achieving sales targets, providing product knowledge, and ensuring compliance with regulations. Strong interpersonal skills and a diploma are required. This role offers an exciting opportunity to contribute to customer satisfaction and revenue growth.

Qualifications

• Strong interpersonal and communication skills.
• Attention to detail and strong organizational skills.
• Ability to work in a target-driven environment.

Responsibilities

• Build and maintain strong relationships with customers.
• Achieve and exceed monthly sales targets.
• Ensure accuracy in customer interactions.

Skills

Strong interpersonal skills

Communication skills

Knowledge of banking products

Education

Local diploma or A Levels

Bachelor's degree in business or related field

Job description

Responsibilities

• Customer Engagement:
  • Build and maintain strong relationships with customers.
  • Provide excellent customer service and address inquiries regarding financial products and services.
  • Actively engage in cross-selling and upselling financial products to meet sales targets.
• Product Knowledge:
  • Stay updated on the bank's products and services.
  • Effectively communicate product features and benefits to customers.
  • Assist customers in selecting the right banking products to meet their financial needs.
• Sales Targets:
  • Achieve and exceed monthly sales targets.
  • Identify opportunities for revenue generation and actively pursue them.
  • Collaborate with team members to enhance overall sales performance.
• Documentation and Processing:
  • Assist customers in completing necessary documentation for various financial transactions.
  • Ensure accuracy and compliance with financial regulations in all customer interactions.
  • Process the forwarding of account openings, loan applications, and other financial transactions efficiently.
• Compliance:
  • Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.
  • Ensure that all customer interactions and transactions comply with internal policies and external regulations.
• Problem Resolution:
  • Address and resolve customer issues and complaints in a timely and effective manner.
  • Collaborate with other departments to resolve complex customer inquiries.
• Team Collaboration:
  • Work closely with team members to achieve overall goals.
  • Participate in team meetings and contribute to a positive team environment.
• Market Research:
  • Stay informed about industry trends, market conditions, and competitor offerings.
  • Provide feedback to management regarding customer preferences and market demands.
• Training and Development:
  • Participate in ongoing training programs to enhance product knowledge and sales skills.
  • Share insights and best practices with team members to improve overall performance.

Qualifications

• Local diploma or A Levels; bachelor's degree in business or related field is a plus.
• Strong interpersonal and communication skills.
• Knowledge of banking products and services.
• Ability to work in a target-driven environment.
• Attention to detail and strong organizational skills.