Specialist - Sales & Advisory
Core
Acquire and manage individual banking clients, offering a full range of financial products including loans, savings, investments, and insurance.
Role type
Specialist - Sales & Advisory (Banking)
Builds
Long-term client relationships and comprehensive financial product portfolios
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Sales experience, Financial product knowledge, Client relationship building, Goal orientation, English (communicative), Self-management
Preferred skills
Higher education or current studies, Adaptability, Teamwork
Technologies
Online banking platforms, Mobile banking tools, Video conferencing
Responsibilities
Actively acquire new clients and build long-term relationships, Offer full range of banking products (loans, savings, investments, insurance), Handle client inquiries in branch and remote channels (e.g., video), Analyze client needs and match with appropriate product offers, Educate clients on modern banking tools, Achieve sales targets, Provide post-sales support