
Business Solutions Expert
1 week ago
Role Overview
The Virtual Sales Professional plays a pivotal role in engaging clients to present product solutions that align with growth objectives and goals.
Key Responsibilities:
- Engage clients to present relevant product solutions through sales programs, engagements, virtual meetings or online appointments based on client needs
- Process account openings for straight-through Virtual Account Opening (VAO) fallouts, ensuring all KYC and documentary requirements are complete and properly safekept or stored
- Conduct Enhanced Due Diligence (EDD) for high-risk clients as required, ensuring appropriate risk assessments are performed
- Endorse applications to appropriate business units for processing, and closely monitor and provide regular updates on clients' account opening or product application
- Promote the enrollment and active usage of digital channels and platforms, enhancing client convenience and engagement
Qualifications:
- Bachelor's degree in any business-related course
- Minimum 2 years of sales experience
- Knowledge of sales management processes, policies, and procedures
- Familiarity with bank products and services
- Strong interpersonal and communication skills
- Cross-selling and customer service skills
- Probing and spotting opportunities
- High level of integrity, reliability, accountability, good work ethics, and positive attitude and behavior
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