Entrenchment Universal Banker
Core
Drive sales growth and deepen client relationships in Personal and Private Banking through proactive outbound and inbound telesales and virtual client engagement.
Role type
Sales Consultant (Personal and Private Banking)
Builds
Personal and Private Banking products
Domain
Banking
Deliverable
product features
Required skills
Outbound and Inbound Telesales, Needs-Based Selling, Cross-Selling, Objection Handling, Sales Target Achievement, Client Relationship Management, Regulatory Compliance
Preferred skills
Experience in banking, insurance, or funeral policy sales
Technologies
Client Relationship Management Systems, Interactive Voice Response
Responsibilities
Sell and cross-sell banking products via telesales, run outbound sales campaigns, convert inbound enquiries into sales, hold needs-based sales conversations, capture applications and daily activity accurately.
Seniority
Mid-level, target-driven IC