Relationship Development Specialist
1 month ago
About Dah Sing Financial Group
The Dah Sing Financial Group is a leading financial services conglomerate in Hong Kong offering banking, insurance, financial, and other related services through its extensive network of over 70 branches in Hong Kong, Macau, and Mainland China.
Our core values are centered around caring, teamwork, and progressiveness. We recognize that every individual is unique and possesses different talents, but shares the capacity for growth. Our goal is to cultivate a culture that fosters a sense of pride in achieving something beyond just a job, and an environment where you can be your true and authentic self, like at home.
Job Responsibilities:
- Meet and exceed activity targets assigned by the Bank.
- Conduct proactive outbound calls from customer leads and invite customers to open new bank accounts, including securities/investment accounts, VIP Banking, and YOU Banking.
- Ensure the activation of securities/investment accounts by inviting customers to perform their first investment transaction.
- Pass successfully activated accounts to Sky RM units for further relationship management.
- Cross-sell other green products as directed by the Bank from time to time and create sales referrals to branch colleagues or other departments as appropriate.
- Maintain accurate record-keeping using prevailing branch systems.
- Uphold Bank branding and image by conducting tasks professionally and interacting with customers courteously.
- Handle customer inquiries and provide relevant services within your capacity. Refer inquiries to relevant parties if it exceeds your capacity.
- Participate in localized or off-site promotional activities.
Requirements:
- University degree with 1 year of experience or secondary education with 2 years of branch frontline customer service experience in the banking industry.
- Passes in HKSI paper 1, 7, and 8; holders of IIQE paper 1, 2, and 3 have an advantage.
- Good command of written and spoken English and Chinese.
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