Sales Executive

Core Responsibilities

• Search for potential customers to demonstrate products and gain new markets.
• Respond to incoming customer requests and questions regarding financing service and products.
• Plan and prioritize sales activities towards achieving agreed targets.
• Provide all customers with full financial solution.
• Analyze customer's financial position, by checking the benefit report and give the primary approval of the deal.
• Communicate customers' opinions and complaints to the Customer Experience Unit and Complaints Unit.
• Ensure strict compliance with CBB rules and regulations, Bank's brand culture, ethics, policies and procedures.
• Submit customer application in line with the bank’s criteria, marketing campaigns and the applied policies and procedures.
• Ensuring all customer needs are met in terms of banking services and inquiries, which also extends to liaising and communicating with the respective internal departments for any customer related matter.
• Offer and recommend customers on Bank’s products and services that suits their needs.
• Actively promote digital channels and update customer of any new features within.
• Comply with internal Bank’s policies and procedures and external rules and regulations.
• Participate actively in sales promotional campaigns.
• Proactively update the management of any changes in the market prices/products.
• Identify opportunities to cross-sell other banking products and services to existing customers.
• Work closely with other bank teams such as marketing, customer service, and operations to ensure a seamless customer experience.
• Build and maintain strong relationships with customers to foster loyalty and repeat business.

• Define performance goals at the start of the year in discussion with the reporting manager and ensure that the goals are monitored and achieved during the course of the year.
• Take ownership of his/her own learning agenda by identifying development needs in consultation with the line manager and working towards bridging the gaps through various means which go beyond just training.
• Understand the competencies relevant to his/her role, and work towards displaying as well as developing these effectively.
• Keep abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.

• Bachelor in Banking, Finance, Business Administration, Accounting or equivalent.
• FAP (1, 2 &
  3) certifications is required during the service.

Preferably 1- 2 years’ experience in a similar field or in a banking environment.