Job Overview
Location
OCBC Malaysia, Akademi Etiqa
Job Type
Full-time
Category
Software Engineering
Date Posted
June 25, 2026
Full Job Description
đź“‹ Description
- • 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 financial needs, and present tailored solutions aligned with OCBC’s product offerings
- • Build and maintain long-term relationships with customers through consistent, high-quality communication to drive loyalty and retention
- • Meet and exceed assigned sales targets while strictly adhering to regulatory requirements and internal bank policies
- • Collaborate with internal stakeholders to resolve customer issues, improve service delivery, and enhance overall customer experience
- • Work independently in a remote setting with minimal supervision, demonstrating self-discipline and time management to maintain productivity
- • Leverage CRM software and Microsoft Office applications to track interactions, update customer records, and report sales activities accurately
- • Proactively identify customer pain points and match them with appropriate financial solutions, including savings, investments, loans, or insurance products
- • Maintain a deep understanding of OCBC’s financial products and services to provide accurate, compliant, and customer-centric advice
- • Contribute to the bank’s strategic ambition of becoming Asia’s leading financial services partner by expanding the customer base through ethical and results-driven sales practices
- • Participate in ongoing training and development programs to stay current on financial products, sales techniques, and compliance standards
- • Represent OCBC with professionalism and integrity in all customer interactions, ensuring alignment with the bank’s values of trust, respect, and sustainability
- • Utilize analytical and problem-solving skills to assess customer profiles and tailor sales approaches for maximum effectiveness
- • Maintain accurate documentation of all customer communications and sales outcomes in accordance with internal audit and compliance protocols
- • Engage in team collaboration and knowledge sharing to support collective sales goals and improve team performance
- • Embrace OCBC’s transformation into a future-ready learning organisation by actively seeking feedback and applying continuous improvement to sales processes
- • Contribute to community initiatives and uphold the bank’s commitment to sustainable financial practices in all customer engagements
- • Prioritize customer wellbeing and financial goals equally with sales objectives, ensuring recommendations are appropriate and responsible
- • Adapt communication style to diverse customer backgrounds and financial literacy levels to ensure clarity and trust
- • Maintain a high level of resilience and motivation in a target-driven, remote sales environment
🎯 Requirements
- • Degree or diploma in a relevant field with at least 2 years of sales experience in the financial services industry
- • Excellent communication, interpersonal, and negotiation skills
- • Proven track record of meeting and exceeding sales targets
- • Ability to work independently in a remote setting with minimal supervision
- • Proficient in CRM software and Microsoft Office applications
- • Strong problem-solving and analytical skills with the ability to think critically and creatively
🏖️ Benefits
- • Competitive base salary
- • A suite of holistic, flexible benefits to suit every lifestyle
- • Community initiatives
- • Industry-leading learning and professional development opportunities
- • Equal opportunity and fair employment practices
- • Focus on wellbeing, growth, and aspirations aligned with customer care
Skills & Technologies
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About Oversea-Chinese Banking Corporation Limited
Oversea-Chinese Banking Corporation Limited is a Singapore-headquartered banking and financial services group established in 1932. It provides consumer, corporate, and investment banking, insurance, treasury, asset management, and stockbroking across 19 countries and territories. OCBC serves individuals, small and medium enterprises, large corporations, and institutions through a network of more than 570 branches and representative offices. The bank is majority-owned by Singaporean interests and is systematically important in Southeast Asia.
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