Sales Consultant, PF-i

Sales

  • Solicit and promote sales of PF-i products.

  • Achieve individual sales targets and contribute toward overall group targets.

  • Prepare and proactively execute sales plans for prospective customers using internal marketing support and self-generated leads.

  • Set appointments and conduct sales visits as required, including prospecting and engaging new-to-bank customers.

  • Cross-sell other retail banking products such as ASB, credit cards, deposits, and related offerings.

Customer Service

  • Ensure a consistently high standard of customer experience in line with the Bank’s service quality standards.

Compliance

  • Adhere to all policies, procedures, and regulatory requirements set by the Bank.

  • Protect and uphold the image and brand reputation of the Bank.

Operations

  • Maintain the physical sales centre or sales hub in accordance with the Bank’s quality and operational standards.

Key Requirements

  • Bachelor’s Degree in any related field.

  • Minimum of 1 year experience in sales and customer service.

  • Possession of relevant licenses for the assigned portfolio.

  • Highly motivated, results-driven, self-initiated, and able to work with minimal supervision.

  • Comfortable engaging with customers and taking personal ownership of results.

  • Strong selling, persuasion, and negotiation skills.

  • Excellent interpersonal and communication skills with a service-oriented mindset.

  • Demonstrates initiative, perseverance, and passion in a fast-paced and demanding environment.

  • Ability to relate to and connect with the local community.

  • Basic understanding of finance and banking products.

  • Basic computer proficiency.

See also

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