Telesales, Personal Financial Services

UOB

  • Kuala Lumpur
  • Permanent
  • Full-time
  • 1 month ago
About UOBUnited 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.About the DepartmentThe Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.Personal Financial ServicesWe design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.Job Responsibilities
  • Contact existing or potential bank customer(s) to inform them about a product or service guided by script(s) provided.
  • Provide the customer with information about the products or services in order to create customer(s)' interest in the brand.
  • Ensure no misrepresentation of product features, pricing, promotions and processes.
  • Answer any question(s) / enquiri(es) from customer(s) and/or clarify any doubt(s) customer(s) may have.
  • Keeping up to date on & provide market research / data through outbound calling.
  • Ask probing question(s) to engage & listen to understand customer(s)' requirements / needs.
  • Identify and qualify potential sales leads.
  • Act in the best interests of customers when providing them with financial advisory services
  • Generate repeat business by promoting new offers to customers ethically & responsibly at all times.
  • Uphold UOBM Values & provide the UOBM brand recognition by leaving customer(s) with an excellent impression of UOBM through effective customer relations, empathy and effective communication skills.
  • Handle grievances / dissatisfaction(s) as much possible to preserve the company's reputation & good image, and redirect calls to the relevant department(s) if necessary for resolution(s).
  • Capture and process sale(s) / order(s) by obtaining and updating customer(s)' latest information in an accurately.
  • Ensure end to end process of application and submission is sufficient and completed.
  • Update records and status accurately, where applicable.
  • Uphold & maintain UOBM Values before, during and after sales acquisition process by adhering to the UOBM PFS & Telemarketing Sales Discipline Guide and adherence to approved Sales Process & Procedures.
Job Requirements
  • Previous relevant experience in financial sales and customer service preferred.
  • Consistently demonstrates clear and concise written and verbal communication.
  • Proficient computer and technology skills.
  • Demonstrated sales skills.
  • Effective problem-solving and negotiation skills.
  • Demonstrated Influencing and relationship management skills.
Be a part of UOB FamilyUOB 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.Apply now and make a difference.Apply nowStartPlease wait...

UOB