Client Advisor - Jabodetabek
UOB · Jakarta Pusat (City Area)
Full-timeonsiteseniorSalesSales
รายละเอียดงาน / Description
Based in Indonesia, this role involves managing client relationships and driving sales for banking products. The advisor will conduct daily sales activities, provide product consultations, and ensure customer satisfaction. This position requires maintaining high service standards and adhering to all compliance regulations.
หน้าที่ความรับผิดชอบ / Responsibilities
- Plan and execute daily and weekly sales activities to achieve targets
- Increase customer account balances through various sales efforts
- Introduce and explain banking products and promotions to clients
- Handle administrative tasks related to customer accounts and opening new accounts
- Maintain detailed records of customer interactions and transactions
- Ensure all sales activities comply with company and government regulations
คุณสมบัติ / Qualifications
- Bachelor's Degree
- Minimum 5 years of experience as a banking Relationship Manager
- Knowledge of general Indonesian banking procedures and regulations
- Familiarity with banking operations
- Experience selling funding, wealth management, and investment products
- Excellent interpersonal and communication skills
ทักษะที่ต้องการ / Required skills
- Client Relationship Management
- Sales Planning
- Product Consultation
- Account Management
- Compliance
- Interpersonal Communication
- Banking Operations
- Wealth Management Sales
- Investment Product Sales
ทักษะเพิ่มเติม / Nice to have
- WAPERD Certification
- WPPE Certification
- AAJI Certification