Financial Executive

Overview

Job Purpose:

Responsibilities

• Daily Sales Activities: Carry out continuous lead generation activities.
• Set appointments, whether over the phone or face-to-face.
• Conduct financial needs analysis and recommend customized solutions.
• Prepare documents of customers and submit applications.
• Strengthen customer relationship through after sales servicing.
• Relationship Management: Build a long term relationship with the bank partner.
• Engage the bank partner to be active referrers.
• Promote reciprocity by referring customers to the bank for a loan or savings/checking account.
• Inform and update branch of daily activities, branch performance, status of referrals.

Professional Development

• Complete the Onboarding Program encompassing technical and soft skills (Products, Sales Process, Distributor Tools).
• Attend advance training offe...