Sales Consultant, PF-i

Sales

• Solicit and promote sales of PF-i products.

• Achieve individual sales targets and contribute toward overall group targets.

• Prepare and proactively execute sales plans for prospective customers using internal marketing support and self-generated leads.

• Set appointments and conduct sales visits as required, including prospecting and engaging new-to-bank customers.

• Cross-sell other retail banking products such as ASB, credit cards, deposits, and related offerings.

Customer Service

• Ensure a consistently high standard of customer experience in line with the Bank’s service quality standards.

Compliance

• Adhere to all policies, procedures, and regulatory requirements set by the Bank.

• Protect and uphold the image and brand reputation of the Bank.

Operations

• Maintain the physical sales centre or sales hub in accordance with the Bank’s quality and operational standards.

Key Requirements

• Bachelor’s Degree in any related field.

• Minimum of 1 year experience in sales and customer service.

• Possession of relevant licenses for the assigned portfolio.

• Highly motivated, results-driven, self-initiated, and able to work with minimal supervision.

• Comfortable engaging with customers and taking personal ownership of results.

• Strong selling, persuasion, and negotiation skills.

• Excellent interpersonal and communication skills with a service-oriented mindset.

• Demonstrates initiative, perseverance, and passion in a fast-paced and demanding environment.

• Ability to relate to and connect with the local community.

• Basic understanding of finance and banking products.

• Basic computer proficiency.