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.