Personal Finance Professional

3 days ago


Singapore beBeeFinancial Full time $72,000 - $108,000
Job Description:

We are seeking a dynamic and results-driven sales professional to join our retail banking team. This role involves promoting and cross-selling unsecured credit products to customers through various channels, ensuring compliance with regulatory standards.

Key Responsibilities:
  • Acquire new customers and generate sales for personal loan and credit card products through direct sales, telesales, roadshows, or digital platforms.
  • Conduct financial assessments to recommend suitable loan solutions to customers.
  • Explain product features, loan terms, and repayment schedules clearly and professionally.
  • Support customers in the application process, including submission of documentation and credit evaluation.
  • Meet monthly individual and team sales targets.
  • Maintain high customer service and relationship management levels.
  • Ensure compliance with regulations, internal policies, and fair lending practices.
  • Participate in promotional activities and marketing campaigns organized by the bank.
Requirements:
  • Minimum GCE A Level, Diploma, or Degree in any discipline.
  • Prior experience in sales is an advantage.
  • Good communication and interpersonal skills.
  • Sales-driven with strong motivation to achieve performance targets.
  • Ability to handle rejection and maintain resilience.
  • Bilingual in English and a second language is advantageous (to liaise with a diverse customer base).


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