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Workplace Banking Specialist

3-5 Years
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  • Posted 15 hours ago
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Job Description

The Sales Acquisition Executive focuses on acquiring new customers for UOB's Current Accounts, Savings Accounts, Personal Loans, and New-to-Bank credit cards. The role combines direct sales, tele-consulting, and corporate engagement activities to generate business and enhance customer relationships.

Sales Acquisition & Revenue Generation

  • Drive acquisition of CASA (Current Account & Savings Account), Personal Loans, and New-to-Bank credit cards through corporate roadshows, lunch talks, and tele-consulting.
  • Create and maximise sales opportunities for payroll account acquisition via corporate partnerships.
  • Collaborate with Relationship Managers to enhance cross-selling of products at Workplace Banking events.

Customer Engagement & Service

  • Provide efficient and high-quality after-sales service to acquired customers.
  • Follow up with customers on pre-sales inquiries for secured and unsecured retail banking products.
  • Assist customers in submitting required documents, including income verification and other relevant paperwork.

Sales Execution & Performance

  • Conduct face-to-face point-of-sales activities and tele-consulting engagements proficiently.
  • Effectively cold call potential clients and manage leads to achieve sales targets.
  • Maintain productivity under sales pressure and meet individual and team goals.

Collaboration & Teamwork

  • Work independently while contributing to team objectives.
  • Support colleagues in achieving overall sales and cross-selling goals.

Experience & Qualifications

  • Open to candidates with no prior experience; 3-5 years in sales or sales-related roles preferred.
  • Strong presentation and communication skills.
  • Ability to work under pressure and achieve sales targets.
  • Business-to-business (B2B) skills are advantageous.

Job ID: 138864839

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