Senior Sales Associate - Personal Loan Sales and Merchant Acquisition SG

CIMB; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Singapore is seeking candidates to undertake telesales and outdoor sales activities. Responsibilities include supporting cross-sell initiatives, managing client portfolios, and ensuring compliance with regulations. Ideal candidates will have GCE O Level or higher and previous experience in promoting unsecured loans within a financial institution. The role emphasizes teamwork and staying updated with industry trends, aiming for high levels of client satisfaction.

Qualifications

• Prior experience in promoting unsecured loans in a financial institution is an advantage.

Responsibilities

• Perform Telesales and outdoor sales activities.
• Support bank cross-sell or up-sell initiatives.
• Conduct regular meetings with clients to discuss their challenges and feedback.
• Achieve and exceed the monthly individual sales targets.
• Ensure tagging of the loan account is done promptly.
• Understand client needs and provide tailored recommendations.
• Identify upselling and cross selling opportunities.
• Work cohesively with internal colleagues.
• Stay updated with industry trends and competitor activities.
• Assist newcomers with on-the-job training.

Education

GCE O Level and above

Job description

Responsibilities

Strategy and Planning

• Perform Telesales and outdoor sales activities
• Support bank cross-sell or up-sell initiatives
• Serve as the main point of contact for a portfolio of clients
• Conduct regular meetings with clients to discuss their challenges and feedback.

Business Performance and Management

• To achieve and exceed the monthly individual sales targets set forth by the business.
• To ensure that tagging of the loan account is done promptly.
• Understand client needs and provide tailored recommendations to address them.
• Identify upselling and cross selling opportunities to enhance client value.

People Management

• Working cohesively with our internal colleagues to support and leverage on each other for greater collaboration to achieve higher level of effectiveness and efficiency.
• Stay up to date with industry trends and competitor’s activities to provide insights and recommendations.
• Helping newcomers with on-the-job training and attachment.

Regulatory Compliance

• Keeping abreast of Regulator’s guidelines and changes.
• Ensure compliance with all relevant laws and regulations in the lending industry.

Requirements

Qualifications

• GCE O Level, and above

Relevant Work Experience

• Prior experience in promoting unsecured loans in a financial institution is an advantage