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Portfolio Sales Manager
2 weeks ago
Key Responsibilities:
- Engage existing portfolio clients to crosssell products including acquisition of Operating Accounts & Deposits, Wealth Solutions referrals (Bancassurance, Foreign Exchange, Investments), Straight2Bank signups and activation, and referrals of loans products (including Business Instalment Loans, Business Property Loans)
- Actively participate in relevant Sales campaigns for client engagements
- Assist in the periodic reviews of accounts where necessary.
- Support your colleagues to jointly strive to grow the business to outperform as a team.
- Experience in Tele-Sales
- Experience in Business Banking
- Selfdriven, selfmotivated, and a proactive approach toward resolving issues.
- Responsive, contactable, and accountable to clients and internal stakeholders
- Team player ready to grow business, and ready to cover team members' duties as necessary.
Business Registration Number:
D
License Number:
10C5117 EA
Personal Registration Number:
R
LI-CP1
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