Sales Roles at Stan Consulting Group Limited

Roles/Duties & Responsibilities

• Engage with qualified leads through calls, emails, and meetings.
• Conduct needs analysis and offer tailored pension solutions.
• Follow up with clients post-sale to ensure satisfaction and upsell opportunities.
• Collaborate with marketing and lead generation teams.
• Report on conversion rates and sales performance.
• Develop competitive strategies to grow our products
• Support annual budget through strategic partnerships.
• Address and resolve customer issues and complaints.
• Inform clients about regulatory changes and product updates.
• Work closely with the line manager and other departments to achieve business goals.

Skills & Qualifications

• Bachelor’s degree in a business-related field (Marketing, Sales, Public Relations, or equivalent)
• At least 4 years’ experience in sales or related field.
• Diploma in Insurance or Pensions is an added advantage.
• Excellent knowledge in pension and insurance industry
• Proficiency in MS Word and Excel.
• Understanding of retirement benefits or investment products.
• Excellent presentation, communication & interpersonal skills.
• Self-driven, results-oriented, and professional.
• Comfortable engaging with senior executives.

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Roles/Duties & Responsibilities

• Identify, develop, and maintain relationships with new and existing clients to grow the bank’s customer base.
• Promote and cross-sell the bank’s products and services, including loans, deposits, and investment solutions.
• Conduct market research to identify emerging trends, new opportunities, and competitive positioning
• Prepare and deliver business proposals, presentations, and pitches to potential clients.
• Evaluate clients’ financial needs and provide appropriate banking solutions.
• Meet or exceed set business growth and revenue targets.
• Maintain high levels of customer satisfaction through proactive service and effective follow-up.
• Monitor and manage client accounts to ensure compliance with bank policies and regulatory requirements.
• Collaborate with internal departments (Credit, Operations, Risk, etc.) to ensure seamless client onboarding and service delivery.
• Track, analyze, and report on sales performance, pipeline activities, and market developments.
• Continuously improve knowledge of financial products, market dynamics, and industry best practices.

Skills & Qualifications

• Minimum Diploma in Business related studies
• 2+ years experience in business development, relationship management, or sales within the banking or financial sector
• Proven track record of meeting or exceeding business targets
• Knowledge of banking regulations, compliance, and risk management principles
• Understanding of banking products, lending, and financial solutions
• Strong understanding of SME, retail, or corporate banking markets
• Customer service excellence and problem-solving orientation
• Team collaboration and coordination skills
• Ability to work independently and meet sales targets
• Proficiency in MS Office Suite and CRM software
• Strong problem-solving and evaluation skills
• Strategic thinking and market analysis capability
• Proven sales and negotiation skills
• Strong business development and client relationship management skills

go to method of application »

Roles/Duties & Responsibilities

• Identify, develop, and maintain relationships with new and existing clients to grow the bank’s customer base.
• Promote and cross-sell the bank’s products and services, including loans, deposits, and investment solutions.
• Conduct market research to identify emerging trends, new opportunities, and competitive positioning
• Prepare and deliver business proposals, presentations, and pitches to potential clients.
• Evaluate clients’ financial needs and provide appropriate banking solutions.
• Meet or exceed set business growth and revenue targets.
• Maintain high levels of customer satisfaction through proactive service and effective follow-up.
• Monitor and manage client accounts to ensure compliance with bank policies and regulatory requirements.
• Collaborate with internal departments (Credit, Operations, Risk, etc.) to ensure seamless client onboarding and service delivery.
• Track, analyze, and report on sales performance, pipeline activities, and market developments.
• Continuously improve knowledge of financial products, market dynamics, and industry best practices.

Skills & Qualifications

• Minimum Diploma in Business related studies
• 2+ years experience in business development, relationship management, or sales within the banking or financial sector
• Proven track record of meeting or exceeding business targets
• Knowledge of banking regulations, compliance, and risk management principles
• Understanding of banking products, lending, and financial solutions
• Strong understanding of SME, retail, or corporate banking markets
• Customer service excellence and problem-solving orientation
• Team collaboration and coordination skills
• Ability to work independently and meet sales targets
• Proficiency in MS Office Suite and CRM software
• Strong problem-solving and evaluation skills
• Strategic thinking and market analysis capability
• Proven sales and negotiation skills
• Strong business development and client relationship management skills

go to method of application »

Roles/Duties & Responsibilities

• Identify, develop, and maintain relationships with new and existing clients to grow the bank’s customer base.
• Promote and cross-sell the bank’s products and services, including loans, deposits, and investment solutions.
• Conduct market research to identify emerging trends, new opportunities, and competitive positioning
• Prepare and deliver business proposals, presentations, and pitches to potential clients.
• Evaluate clients’ financial needs and provide appropriate banking solutions.
• Meet or exceed set business growth and revenue targets.
• Maintain high levels of customer satisfaction through proactive service and effective follow-up.
• Monitor and manage client accounts to ensure compliance with bank policies and regulatory requirements.
• Collaborate with internal departments (Credit, Operations, Risk, etc.) to ensure seamless client onboarding and service delivery.
• Track, analyze, and report on sales performance, pipeline activities, and market developments.
• Continuously improve knowledge of financial products, market dynamics, and industry best practices.

Skills & Qualifications

• Minimum Diploma in Business related studies
• 2+ years experience in business development, relationship management, or sales within the banking or financial sector
• Proven track record of meeting or exceeding business targets
• Knowledge of banking regulations, compliance, and risk management principles
• Understanding of banking products, lending, and financial solutions
• Strong understanding of SME, retail, or corporate banking markets
• Customer service excellence and problem-solving orientation
• Team collaboration and coordination skills
• Ability to work independently and meet sales targets
• Proficiency in MS Office Suite and CRM software
• Strong problem-solving and evaluation skills
• Strategic thinking and market analysis capability
• Proven sales and negotiation skills
• Strong business development and client relationship management skills

go to method of application »

Roles/Duties & Responsibilities

• Identify, develop, and maintain relationships with new and existing clients to grow the bank’s customer base.
• Promote and cross-sell the bank’s products and services, including loans, deposits, and investment solutions.
• Conduct market research to identify emerging trends, new opportunities, and competitive positioning
• Prepare and deliver business proposals, presentations, and pitches to potential clients.
• Evaluate clients’ financial needs and provide appropriate banking solutions.
• Meet or exceed set business growth and revenue targets.
• Maintain high levels of customer satisfaction through proactive service and effective follow-up.
• Monitor and manage client accounts to ensure compliance with bank policies and regulatory requirements.
• Collaborate with internal departments (Credit, Operations, Risk, etc.) to ensure seamless client onboarding and service delivery.
• Track, analyze, and report on sales performance, pipeline activities, and market developments.
• Continuously improve knowledge of financial products, market dynamics, and industry best practices.

Skills & Qualifications

• Minimum Diploma in Business related studies
• 2+ years experience in business development, relationship management, or sales within the banking or financial sector
• Proven track record of meeting or exceeding business targets
• Knowledge of banking regulations, compliance, and risk management principles
• Understanding of banking products, lending, and financial solutions
• Strong understanding of SME, retail, or corporate banking markets
• Customer service excellence and problem-solving orientation
• Team collaboration and coordination skills
• Ability to work independently and meet sales targets
• Proficiency in MS Office Suite and CRM software
• Strong problem-solving and evaluation skills
• Strategic thinking and market analysis capability
• Proven sales and negotiation skills
• Strong business development and client relationship management skills

go to method of application »

Roles/Duties & Responsibilities

• Make Inbound and Outbound Calls to prospective clients
• Proactively contact existing and potential customers to promote banking products and services
• Identify customer needs and recommend suitable financial solutions (e.g., loans, accounts, cards)
• Achieve assigned sales targets and contribute to overall team performance
• Maintain accurate records of customer interactions and sales activities in the system
• Follow up on leads, inquiries, and customer requests in a timely manner
• Handle customer objections professionally and convert them into sales opportunities
• Ensure compliance with bank policies, regulatory requirements, and data protection standards
• Build and maintain strong customer relationships to encourage repeat business

Skills & Qualifications

• Bachelor’s Degree or Diploma in a Business related field
• 1–2 years’ experience in Telesales
• Strong communication and persuasion skills
• Excellent customer service and relationship management
• Sales-driven with strong negotiation abilities
• Active listening and problem-solving skills
• Resilience and ability to handle rejection
• Time management and ability to meet targets under pressure
• Basic financial product knowledge
• Proficiency in CRM systems and computer applications