We are seeking a dynamic and results-driven Sales Advisor with strong experience in the banking sector, proven portfolio management skills, and hands-on exposure to BTQC processes. The ideal candidate will have a consistent track record of achieving sales targets with documented incentive earnings, demonstrating strong performance and customer relationship capabilities.
Key Responsibilities
- Manage and grow an assigned customer portfolio, ensuring retention, cross-selling, and upselling of banking products.
- Acquire new customers through proactive sales efforts, referrals, and market outreach.
- Advise customers on suitable banking products such as CASA, loans, credit cards, insurance, and investment products.
- Ensure compliance with BTQC standards, internal policies, and regulatory guidelines.
- Maintain high-quality documentation and ensure accuracy in customer onboarding and transactions.
- Achieve monthly and quarterly sales targets with a focus on revenue growth and portfolio quality.
- Resolve customer queries and issues promptly to ensure high customer satisfaction.
- Coordinate with internal teams (operations, credit, compliance) for smooth processing of sales cases.
- Prepare and submit regular sales and portfolio performance reports to management.
Required Skills & Experience
- Minimum 2 years of experience as a Sales Advisor / Relationship Officer in the banking or financial services sector.
- Strong experience in portfolio handling and management.
- Working knowledge and hands-on experience with BTQC processes.
Compensation & Incentives
- Competitive fixed salary
- Attractive performance-based incentives
