Lead and monitor a team of Personal Loan Team by providing strategic sales leadership in sales management of unsecured products.
Provide Acquisition Strategies to successfully market the Bank’ s Unsecured products
Responsible for the Personal Loan Sales Staff recruitment, sales target setting, daily sales monitoring, product and sales skill training. Assist in regular retooling, handholding session to ensure the Personal Loan Specialist are up to the mark to provide professional services to the bank customers.
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Responsible for promoting and marketing a wide range of banking products and services, including unit trusts, insurance, treasury investments, cards, deposits, and other retail banking products to potential clients.
Manage relationships with existing and prospective customers while providing sound financial advice to support portfolio growth and long-term engagement.
Understand customers’ financial needs and match them with suitable banking and investment solutions to create mutually beneficial opportunities.
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Acquire new individual customers and deepen relationships with existing clients through proactive engagement and needs-based selling.
Identify customer financial needs and recommend suitable banking products and services, including deposits, loans, credit cards, investments, and insurance.
Provide personalized financial advice and guidance to customers, assisting them in achieving their financial goals.
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Deliver agreed individual sales targets across assigned Colony locations, products and accounts, including coworking memberships, workstation occupancy, meeting room bookings, event space bookings, renewals, referrals, repeat business and account expansion.
Take ownership of personal pipeline discipline, including prioritising opportunities, maintaining appropriate follow-up discipline, progressing active deals and continuing to replenish the pipeline through prospecting.
Proactively generate new business through approved channels, including personal networks, referrals, outreach, LinkedIn, WhatsApp, community connections and other suitable lead-generation methods.
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Develop and implement eCommerce strategies to drive sales and profitability on Lazada and Shopee, along with other local eCommerce marketplaces
Work closely with Commercial Director and other departments to optimize product listings, pricing, and promotional activities to increase customer engagement and revenue
Monitor and analyze eCommerce market trends, customer behavior , and competitor activities to identify opportunities for growth
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