Position Summary
Gross sale and referral of all types of bank products and services especially new CIF, deposit & merchant to ensure it achieves individual and branch targets.
Job Responsibilities
Understand and keep up to date with all types of bank products and services.
Acquire new customers and manage existing customers by having a proper plan following the target set.
Prepare engagement plan with existing and new customers for cross-selling Bank products that complement the customer’s needs.
Execute sales daily activities i.e., calling or meeting customers both existing and new by following guidance from the line manager.
Process customer's account openings outside the branch efficiently and accurately.
Refer to other related products and services.
Ensure that all customer complaints are effectively resolved.
To search and understand the competitive market information i.e., product & service, fee...etc.
Perform other tasks assigned by the line manager.
Job Requirements
University student or bachelor’s degree in finance and Banking or other related fields.
No experience required.
Be able to use MS Office.
Able to use English and Chinese is a plus.
Pleasant, friendly personality, and professional.
