Portfolio Sales Manager [SME Banking | Basic + Bonus]

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A leading recruitment agency in Singapore is looking for a driven Portfolio Sales Manager to enhance their client portfolio. The role involves engaging clients to cross-sell banking products and ensuring compliance with standards. Ideal candidates will have 1-2 years of sales experience and a diploma. This position offers a great opportunity for sales professionals to thrive.

Qualifications

• Minimum 1-2 years of relevant working experience in a direct B2B or B2C sales environment.
• Comfortable performing in a telesales environment.
• Familiar with customer due diligence processes, including FATCA adherence.

Responsibilities

• Engage existing portfolio clients to cross-sell products.
• Participate in relevant sales campaigns for client engagements.
• Ensure strict adherence to the bank's code of conduct.

Skills

B2B sales

Telesales

Customer relationship management

Education

Diploma

Job description

Overview

[Job ID: 1070945]

Launch your banking career as a Portfolio Sales Manager, where you will be instrumental in growing our client portfolio.

This role is perfect for a driven sales professional. You will proactively engage our existing clients via telephone to cross-sell a suite of core banking products, from deposits to digital solutions. Your success will hinge on your ability to build rapport remotely, participate effectively in sales campaigns, and ensure impeccable adherence to compliance standards.

Responsibilities

• Engage existing portfolio clients to cross-sell products, including Operating Accounts & Deposits, Wealth Solutions referrals, Straight2Bank sign-ups, and loan product referrals.
• Actively participate in relevant sales campaigns for client engagements.
• Assist in periodic reviews of accounts where necessary.
• Ensure strict adherence to the bank's code of conduct.
• Support colleagues to collectively grow the business and outperform as a team.

Requirements

• Minimum 1-2 years of relevant working experience in a direct B2B or B2C sales environment.
• Minimum Diploma Holder.
• Comfortable performing in a telesales environment.
• Familiar with customer due diligence processes, including FATCA adherence.
• Knowledge of competitive environment to position the bank's products appropriately.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

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EA Personnel Name: Tung Chi Jun (Deng Zijun)

EA Personnel Reg. no.: R25157470

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