Epicareer Might not Working Properly
Learn More

Personal Financing Consultant

Salary undisclosed

Checking job availability...

Original
Simplified
• Drive sales and formulate action plans to achieve sales target. • Conduct presentations and provide consultations / proposals to potential clients in meeting their business and operational needs. • Build and foster long term and profitable relationships by providing quality and professional customer service. • Work closely with internal parties in planning new product launches to ensure it meets planned revenue and volume projections. • Provide referrals for the Bank’s other products to relevant parties to ensure an optimal reach of customers and achievement of targets set. • Act as reference point for retail financing solutions and collaborate with other business units in doing sales of bank's products to capitalize on the mutually rewarding business relationship. • Act as customers’ single point of contact and handle relationship management. • Perform Know Your Customer/Customer Due Diligence for financial/non-financial transactions. • Ensure high standard of customer service in line with the quality and standards set by the Bank.