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Portfolio Sales Manager [SME Banking | Basic + Bonus] - Islandwide, SG

Portfolio Sales Manager [SME Banking | Basic + Bonus] - Islandwide, SG

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.Islandwide, SG
5 days ago
Job description

Roles & Responsibilities

[Job ID : 1070945]

Launch your banking career as a Portfolio Sales Manager, where you will be instrumental in growing our client portfolio.

This role is perfect for a driven sales professional. You will proactively engage our existing clients via telephone to cross-sell a suite of core banking products, from deposits to digital solutions. Your success will hinge on your ability to build rapport remotely, participate effectively in sales campaigns, and ensure impeccable adherence to compliance standards.

Responsibilities :

  • Engage existing portfolio clients to cross-sell products, including Operating Accounts & Deposits, Wealth Solutions referrals, Straight2Bank sign-ups, and loan product referrals.
  • Actively participate in relevant sales campaigns for client engagements.
  • Assist in periodic reviews of accounts where necessary.
  • Ensure strict adherence to the bank's code of conduct.
  • Support colleagues to collectively grow the business and outperform as a team.

Requirements :

  • Minimum 1-2 years of relevant working experience in a direct B2B or B2C sales environment.
  • Minimum Diploma Holder.
  • Comfortable performing in a telesales environment.
  • Familiar with customer due diligence processes, including FATCA adherence.
  • Knowledge of competitive environment to position the bank's products appropriately.
  • We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

    Please kindly refer to the Privacy Policy of Good Job Creations for your reference : https : / / goodjobcreations.com.sg / en / privacy-policy /

    EA Personnel Name : Tung Chi Jun (Deng Zijun)

    EA Personnel Reg. no. : R25157470

    EA License no. : 07C5771

    Tell employers what skills you have

    Sales

    Referrals

    Telesales

    Due Diligence

    Wealth

    B2B lead generation

    B2B Sales

    B2B

    Compliance

    Business Banking

    Deposits

    Banking

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    Portfolio Manager • Islandwide, SG