Executive - Personal Financial Services Telemarketing (Credit Shield Sales)

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Functional

• Engage customers for cross sell purpose via phone in promoting HLB credit cards / personal loan by using probing, qualifying and closing skills
• Generate additional leads through referrals for acquiring New-To-Bank customers
• Cross sell and up sell to existing customers with an array of credit card portfolio products
• To explain HLB product offering, product promotions and to pre-qualify prospect based on specific credit criteria
• To ensure daily and monthly productivity target is achieved and exceed sales performance indicators set by management
• To maintain and uphold service standards ensuring it is complying to the compliance and consistency of Code of Conduct & Ethics policy in cards and personal loan acquisition effort at all times
• Keeping abreast with competitive issues, products and the financial market
• Active participation in providing feedback during discussions
• Fostering positive relationship with team members within team and department
• To carry out any other duties as directed by the management.

Organizational

• Adhering to department process and procedures in complying to audit, regulatory, and compliance
• Respect the HLB culture & take an active role in the communities
• Participate and display team work in all aspects of work, projects and assignments, Group Management Programs etc. at all times.