Generate and qualify leads from internal and external lists including sourcing and developing client referrals to achieve acquisition goals;
Develop and schedule sales proposals and activities including calls to new potential and existing clients to ensure optimum pipeline generation ;
Ensure customer service satisfaction and good client relationships including client briefing and training and responding to sales enquiries by phone, email or in person;...
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We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.
Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;
Carry clear targets for specific products – CASA and FD Book growth and account opening, cross selling of PL, Credit Cards, Portfolio Sales and ASBF Funding and any other product as deemed fit for Branch Ops;
Learn and use I-Pads/other devices (if applicable to branch) for customer service/ cross selling;...
Oversee the organization, planning and coordination of sales & marketing activities such as new fund briefings, market update sessions and/or client seminars in order to support the Institutional Unit Trust Adviser (IUTA) distribution channels.
Strengthen rapport with the IUTA distribution channels and actively participate in regional sales review meetings and/or branch manager meetings.
Support the IUTA distribution channels in both retail and corporate sales through joint fieldworks and presentations....
Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets.
To actively cross selling Banking/Financial products.
Assess/evaluate and propose credit applications diligently....