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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 & Ethic 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 aspect of work, projects and assignments, Group Management Programs etc. at all times.
