Salesman
vistas global
Total years of experience :11 years, 4 Months
I am currently working as a Direct Sales Agent for Vistas Global assigned to Commercial bank, below are my assigned responsibilities:
*I meet clients to cater and assist their financial needs such as opening their bank accounts, providing them credit cards and assisting them in acquiring a personal loan.
*I meet company owners and coordinated with them regarding their employees’ financial needs and their company’s financial needs as well.
*Secure appointments with company owners to enlist their company with the bank.
*Maintain a good relationship with the company and their employees.
*I do cold callings to secure appointments and meetings with clients, employees and company owners to promote the products and services of the bank.
*I do company walk-ins to secure meetings and appointments with their company owners and employees.
*Assessment of client’s financial needs and their risk tolerance so that I can recommend the appropriate investment program to settle client’s short term, medium term and long term goals.
*Responsible for asset and financial management and focus on need based sales of investing products.
*Ensure that clients can maximize their financial assets through insurance and investment programs.
Presentation of insurance and investment products to prospects / clients on a regular basis.
*Evaluated client’s financial status and financial capability to settle the payment of the property that they are availing.
*Ensure that client will be thoroughly assessed of their credit standing.
*Ensure that client's preferred bank, loan term, budget and interest rates is attained and met.
*Negotiates with the bank personnel to accommodate client's preferred needs on time.
• Completed foundation courses in Finance, such as Basic Finance, Banking and Financial Institutions, Credit and Collection, Financial Analysis and Reporting, Financial Management, Monetary Policy and Central Banking, Capital Markets, Investment and Portfolio Management, Security Analysis, Global Finance, Risk Management, Treasury Management, Strategic Financial Management and Trust Management.
