Executive - Personal Financial Services (Mobile Deposit Specialist)

Posted 2 Days Ago
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Bhawan, Madhepura, Bihar
Mid level
Fintech • Payments • Financial Services
The Role
The role focuses on generating and qualifying leads to meet acquisition goals, conducting sales activities, negotiating with clients, ensuring customer satisfaction, and monitoring market conditions. The position requires collaboration with departments, compliance adherence, and participation in sales events. The candidate is expected to build strong client relationships and follow up on sales activities for successful account openings.
Summary Generated by Built In

If you are looking to excel and make a difference, take a closer look at us…

Key Responsibilities and Accountabilities

Functional (job responsibilities)

  • Generate and qualify leads from internal and external lists to achieve acquisition goals
  • Source and develop client referrals to achieve acquisition goals
  • Develop sales proposal and customize by client
  • Schedule sales activity and ensure optimum pipeline generation
  • Make sales calls to new potential and existing clients
  • Negotiate effectively with clients
  • Conduct briefing and training to clients
  • Respond to sales enquiries and concerns by phone, electronically or in person
  • Ensure customer service satisfaction and good client relationships
  • Follow up on sales activities to ensure sales closure and accounts are open timely
  • Monitor and report on sales activities and follow up for management
  • Carry out market research and surveys
  • Participate in sales events and roadshows where applicable
  • Monitor competitors, market conditions and product development
  • Ensure all tasks are carried out in full compliance with guidelines and regulations

Managerial (team/group responsibilities)

  • To collaborate with other departments to create a unified experience
  • To create an achievement oriented working environment.

Organizational (organizational responsibilities)

  • Responsibility to our ETC customers – put HLB’s long term interest ahead of short term gain.
  • Continuous effort to improve business in support of building brand awareness and improving customer experience.
  • Ensure all sales proposals are delivered on-time and within scope

Requirements:

Education/Qualification

  • Diploma, Higher Diploma or Bachelor’s degree in Business, Finance or related field is preferred Experience
  • Min 3 years in sales experience
  • Experience in banking products, process and policies

About Hong Leong Bank

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

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.

Realise your full potential at Hong Leong Bank by applying now.

The Company
Kuala Lumpur, Wilayah Persekutuan
6,612 Employees
On-site Workplace
Year Founded: 1905

What We Do

Hong Leong Bank Berhad is one of the leading financial services organisations in Malaysia. With a heritage of more than 100 years, it provides comprehensive financial services covering consumer banking, business banking and trade finance, treasury, branch and transaction banking, wealth management, private banking and Islamic financial services. Its merger with EON Bank Group in 2011 has further embedded its position as a core banking franchise with an expanded distribution network of more than 300 branches across the country.

With a proven track record in value creation and a highly recognised brand, Hong Leong Bank has also been extending its footprint in the region, with branches in Singapore and Hong Kong and wholly owned subsidiaries in Vietnam and Cambodia. In China, the Bank has a 20% shareholding in Bank of Chengdu Co., Ltd., Sichuan and a consumer finance joint venture.

Hong Leong Bank is a subsidiary of Hong Leong Financial Group Berhad, the financial services arm of the Hong Leong Group. Apart from banking, Hong Leong Financial Group is involved in the provision of insurance and takaful, as well as investment banking, unit trust, fund management and stock broking services

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