Client Adviser

  • Job category
    Banking and Finance, Sales / Retail
  • Job level
  • Contract type
    Permanent, Full Time
  • Location
  • Salary
    S$2000 - S$3000

Job Description

Job Summary:

  • Drive sales of the company‚Äôs products to achieve and exceed sales/ revenues targets
  • Responsible for business development activities by researching and developing marketing opportunities.

Main Job Duties:

Manage sales enquiries:

  • Manage products / sales enquiries
  • Track and ensure enquiries are promptly attended to and responses are highly professional and reflect the positive attitude of the company
  • Closely follow-up sales activities with individual or business customers
  • Analyse reasons for failure to turn enquiries into sales

Generate sales leads:

  • Generate sales ideas, plan and identify sales leads
  • Perform door-do-door sales
  • Maintain updated sales pipeline and review sales pipeline and sales progress on weekly basis with management

Preparation of sales proposals to prospective customers:

  • Capture all necessary information about customer to create impactful, accurate and sure-win proposals
  • Ensure proposals are internally reviewed / approved and submitted to customer before agreed timeline

Closing sales and Customer onboarding:

  • Follow-up closely with customers after submission of proposals to close sales
  • Hand-hold customers to provide all necessary documentations for account opening
  • Work with Compliance to setup accounts for customers within target 24 hours or faster turnaround time

Ongoing customer performance monitoring:

  • Monitor customer utilization of accounts
  • If under-utilized, follow-up with customer on issues and resolve issues for customers

Competitive analysis:

  • Keep up-to-date on the competition landscape
  • Constantly provide feedback to management on competitor pricing, marketing or sales strategies

Product / Service strategy:

  • Constantly provide feedback to improve our product / service offering
  • Work with product/ technology team to define product requirements and to translate business needs into technology codes; involve in testing of new technologies

Involve in marketing activities:

  • Work with Marketing Officer to plan and organize marketing strategies, budgets and activities

Other tasks as may be assigned from time to time.

Closing on 10 Mar 2021

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