Sales Executive-San Fernando

2 weeks ago

San Fernando, Central Luzon, Philippines Maybank Full time

Your Role

To deliver new to bank RSME and Mortgage loans; also to eventually be engaged in account management once loan portfolio grows (to be determined)


• Assist in the acquisition of low-cost, New to bank CASA accounts from RSME and individuals accounts from assigned trading area


• Assist in the growth and consolidation through cross-selling of MPI's key business focuses (Bancassurance, PL, Cards and Auto)

Your Impact

  • Executing daily sales activities to generate income focused on Consumer Lending.
  • Acquisition of new-to-bank customers (RSME Loans, Mortgage and CASA Deposits).
  • To conduct pre-assessment and prepare loan proposal to RSME customers
  • Growth in product holding ratio (Cross-selling and Bancassurance referrals).
  • Covering preferred housing developers and build relationship with its accredited brokers.
  • Assisting customers with their financial needs, dealing with customer inquiries and complaints in a timely manner.
  • To become fully knowledgeable on the products that you are responsible for, and constantly improving knowledge on the rest of the products of the Bank.
  • To be constantly aware of what competition is doing in the market and devising strategies to overcome competition.
  • To fully comply with Group policy and Standards on Money Laundering Prevention and proper customer on-boarding process.

Your Qualifications

  • Customer service oriented
  • Computer literate and proficient in MS Office
  • Good presentation skills
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