Our Opportunity:
This role is in the call centre team. It is primarily responsible for driving sales for products online, helping individuals and families with their financial investment needs, be it wealth accumulation or protection.
Building strong, personal relationships with our clients is a key component to our Partnership in Finance.
You will pursue this mission through:
- Understanding the products and process.
- Building an online channel for marketing of products and acquiring clients online.
- Delivering seamless online journey for customer’s purchase.
- Presenting clients with our wide array of financial services and products.
What you’ll do:
You will acquire, build and manage a relationship practice made of both new and existing clients, focusing on:
- Marketing of products online
- Collecting and analysing competitor studies
- Client Acquisition and Retention via online and offline channels
- Asset Growth and Protection
- Provision of client focused solutions
Typical daily activities include:
- Proactively participate in sales, business development and client acquisition activities.
- Constantly update about competitors’ offerings and evaluate our strategy time to time to remain competitive.
- Review prospect/client portfolios.
- Propose needs-based solutions to prospects/ clients.
- Attending and responding to customer queries professionally (in person and via phone)
Our Incentive program rewards both your effort in client acquisition and retention. We value integrity, open communication, and relentless focus on the client.
What you need to have:
- A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
- Applicants with at least 2 years of progressive career track record of sales experience in financial services Industry or experience in eCommerce marketing.
- Applicants who are new-to-financial industry who possess positive attitude and aptitude will be considered.
- Financial Advisory experience and accreditation in CMFAS M5, M6, M8, M9 & HI is an advantage.
- An initiator and team player.
- Good communication skills.
