
Website HSBC
Job Description:
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking that best suit our customers’ needs.
Job Responsibilities:
- Follow up and follow through on customer’s application within the stipulated timelines in a consistent manner
- Build relationship with key and top corporates to explore business opportunities and cater to their banking needs
- Work with Branch Manager to plan daily, weekly and monthly sales activities in line with the agreed sales plan and overall sales strategy
- Maintain absolute confidentiality with regard to customer information
- Achieve the individual sales plan in a consistent manner
- Be self-motivated and ensure that the service standards expected for Premier customers are maintained in a consistent basis
- Update and maintain accurate record of all sales activities in a timely manner
- Meet and uphold the requirements of Sales Quality Standards
- Identify and match customers’ financial needs to the retail banking solutions
- Maintain a professional and fair conduct in all dealings with customers and other stakeholders at all times
Job Requirements:
- Positive attitude and be customer focused
- Have a positive ‘can do’ attitude in all you do
- Problem solving experience/skills
- Three years of sales experience in banking/telemarketing sales or a related industry is preferred
- Excellent communication skills (written and spoken)
- Build respect through fostering honest two way communication
- Be able to work independently and under pressure
- Previous experience in front office would be an added advantage
Job Details:
Company: HSBC
Vacancy Type: Full Time
Job Location: Colombo, Western Province, Sri Lanka
Application Deadline: N/A
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