SO, Client Acquisition Associate (Sri Petaling)
Core
Acquire new retail banking customers (NTB CASA, new cards, wealth referrals) via corporate roadshows, lunch talks, and tele-consulting.
Role type
Client Acquisition Associate
Builds
Payroll accounts and retail banking products
Domain
Banking / Retail Sales
Deliverable
client delivery
Required skills
face-to-face sales, tele-consulting, payroll account acquisition, cross-selling, after-sales service, document processing
Preferred skills
null
Technologies
null
Responsibilities
Conduct corporate roadshows and lunch talks to acquire new customers; Execute tele-consulting for sales opportunities; Manage payroll account acquisition through corporate tie-ups; Provide after-sales service to acquired customers; Follow up on pre-sales enquiries for retail banking products; Process income and application documents.