Sales Executive
At a glance
Mid-level Account Executive role at United Overseas Bank. Taman Ponderosa · full-time.
Pay not stated Account Executive salary
growthroles summary, based on the employer's posting.
What you'll do
- Build sales plans around loans, deposits, cards and investment offerings to meet your individual and team goals
- Find new personal and business customers through calls, networking and referrals, then grow those relationships through service
- Assess customers’ financial needs and recommend suitable products, preparing proposals for new and existing clients
- Coordinate with credit, product and operations teams on customer setup and service, while tracking market and regulatory changes
- Send management sales updates, forecasts and analysis, and follow internal rules and external regulations
What you bring
- You have a business, finance, marketing or related bachelor’s degree
- You bring at least two years of sales experience, ideally in banking or financial services
- You understand banking products and can build client trust through clear communication and negotiation
- You can use Microsoft Office, including Word, Excel and PowerPoint
Who this fits
This mid-level sales role suits someone who can pursue targets independently and work with a team. The position is based in Taman Ponderosa, Malaysia. A driver’s license and personal transport may be needed depending on the role and territory.
From the employer
About UOB
United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.
Job Description
Job Summary**
We are seeking a driven and results-oriented Sales Executive to join our team at United Overseas Bank (Malaysia) Bhd. In this role, you will be responsible for acquiring new clients and managing existing relationships to drive sales of our banking products and services, contributing to the bank's growth and profitability.
Job Responsibilities**
* Develop and implement effective sales strategies to achieve individual and team sales targets for various banking products, including loans, deposits, credit cards, and investment solutions.
* Proactively identify and acquire new individual and corporate clients through various channels, including cold calling, networking, and referrals.
* Build and maintain strong, long-lasting relationships with existing clients by providing exceptional customer service and understanding their financial needs.
* Conduct thorough financial needs analysis for clients and recommend appropriate banking products and services.
* Prepare and present compelling proposals and presentations to prospective and existing clients.
* Collaborate with internal departments such as Credit, Product Development, and Operations to ensure seamless client onboarding and service delivery.
* Stay updated on market trends, competitor activities, and regulatory changes to effectively position UOB's offerings.
* Prepare regular sales reports, forecasts, and analyses for management review.
* Adhere to all internal policies, procedures, and external regulatory requirements.
Job Qualifications**
* Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
* Minimum of 2-3 years of proven sales experience, preferably within the banking or financial services industry.
* Strong understanding of banking products and services.
* Excellent communication, negotiation, and interpersonal skills.
* Demonstrated ability to build rapport and establish trust with clients.
* Results-oriented with a strong drive to achieve and exceed sales targets.
* Ability to work independently and as part of a team in a fast-paced environment.
* Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
* A valid driver's license and own transportation may be required depending on the specific role and territory.
Additional Requirements
Be a Part of the UOB Family
UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
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