Portfolio Sales Manager – Taleix Private Limited in Punggol, Singapore

Taleix Private Limited is currently accepting applications for the position of Portfolio Sales Manager in the Punggol area. The job type available for this position is Full-time.

We are looking for candidates who possess proficient skills and have a minimum of beginners/seniors in the respective field. In addition to technical expertise, we highly value traits such as honesty, discipline, and a strong sense of responsibility in our prospective employees.

Taleix Private Limited operates within the (according to the company) industry. If you are interested in applying for this position and joining our esteemed organization, we encourage you to submit your application promptly.

Job Information

Job Description

Responsibilities :

Engage Existing Portfolio Clients for Cross-Selling:

• Operating Accounts & Deposits: Identify opportunities to acquire new operating accounts and deposits from existing clients.
• Wealth Solutions Referrals: Actively refer clients to wealth management solutions such as bancassurance, foreign exchange services, and investment products.
• Straight2Bank Sign-ups: Promote and facilitate the activation of Straight2Bank services for business clients.
• Referrals for Loans Products: Identify and refer clients who may benefit from business installment loans or property loans.

Participate in Sales Campaigns:

• Actively engage in sales campaigns to promote specific products or services to portfolio clients.
• Collaborate with marketing and sales teams to execute campaigns effectively.

Assist in Periodic Account Reviews:

• Conduct regular reviews of client accounts to align products with their needs.
• Identify cross-selling opportunities based on client changes.

Adhere to Code of Conduct:

• Maintain strict adherence to ethical standards in client interactions and business activities.
• Ensure compliance with regulatory requirements and internal policies.

Support Team Growth and Collaboration:

• Collaborate with team members to achieve business growth targets.
• Share knowledge with team members to enhance performance.
• Create a collaborative and supportive team environment.

Application Requirements

• Relevant formal education
• Work experience in the related industry is a plus
• Ability to adapt and learn quickly

Company address