HSBC Bank
Total years of experience :32 years, 6 Months
Identifies and generates leads through networking, cold-calling, marketing, referals and posting them to CRMS system for implementation
•Emphasises product features based on customers' needs and up-sell/cross-sell Home loans, car loans, wealth management products, premier credit cards .
•A successful trainer in sales & customer service for new entrants, to assist them on how to approach customer, present product and company, listen understand & deliver approach, the sale process at large, how to close a sale, how to act at best to give best customer service, how to convert complain to compliment, the phsychology of selling and fears of staff &customers, how to make customers buy .
•Assistan daily premier existing and international customers
•Ensure compliance with group /local policies on compliance and money laundering issues
•Coordinates and leads service review meetings to ensure customer satisfaction
•Conducts bid analysis and deal execution, ensuring to buy, sell and renegotiate/renew contracts at best prices (non bank issue)
•Uses CRM system to record customer sales and input potentials for future relations at all times
•Key role in developing the team: conducting training and mentoring was a major role from Unit teller start up point, passing by sales, and leading managers to potential clients
Modules: Business Skills; Operations Management; Economics, Business and Sustainability; Financial Accounting; Marketing Principles; Organisational Behaviour and Analysis; statistics.
courses: HSBC / Allian SNA certification