Client Centre Executive – Sales

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Job Descriptions


  • Approaching existing to bank customers to introduce new retail products
  • Enhance sale skill to persuade customers to buy new products
  • To promote and professionally sell the full range of consumer banking and financial service products to existing and potential customers via Client Centre and through aggressive marketing efforts.
  • Meeting the business sales growth plan by achieving personal target on all financial products – asset and liabilities
  • Providing one-stop quality customer service in an efficient operation where risks are well controlled.

Business Acquisitions, Through Typical Activities Like

  • Generation of new business via cross-selling activities and out-marketing calls
  • Making effort and use sale skill, effectively sale plan to hit monthly/ quarterly/ yearly target assigned by Team leader and Team Manager
  • Communication with customer and explain products feature and persuade customers to buy
  • Learning on job to improve banking knowledge and soft skill
  • Limit sale errors and miss selling at lowest level

Management Of Customer Service Delivery

  • Providing good service quality / service standards / service scope
  • Attend regular training / retraining in order to provide competent service excellence to existing and potential customer
  • Customer retention efforts with personal involvement in complaint resolution/handling
  • Ensure the collection and maintenance of high quality customer information, thus increasing the ability to service a customer’s needs by providing personalized & superior services and generate revenue

Key Roles and Responsibilities

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Job Requirement

Qualifications And Skills: Enter qualifications and skills

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