OCBC

Sales

• Manage a portfolio of customers and prospects, identifying opportunities to upsell and cross-sell financial products and services.
• Conduct outbound sales calls to engage with customers, understand their needs, and present tailored solutions.
• Build and maintain relationships with customers, providing exceptional service and support to drive customer loyalty and retention.
• Meet and exceed sales targets, while adhering to regulatory requirements and bank policies.
• Collaborate with internal stakeholders to resolve customer issues and improve overall customer experience.

Sales – Outbound – AM

Account Manager

• Manage a portfolio of commercial banking clients, developing and maintaining relationships with business owners and decision-makers
• Conduct regular client reviews to understand their business needs and identify opportunities for growth
• Work with product specialists to develop tailored solutions for our clients, including cash management, trade finance, and lending products
• Provide exceptional service to our clients, responding to their queries and resolving any issues that may arise
• Identify new business opportunities and develop strategies to pursue them

Sales – Outbound – AM

Relationship Manager