* Proactively identify and approach potential customers to understand their financial needs and offer suitable UOB Capital Services products.
* Conduct thorough financial needs analysis for clients and present appropriate product solutions (e.g., loans, investments, insurance, etc.).
* Explain product features, benefits, and terms clearly and accurately to prospective clients.
* Achieve and exceed monthly/quarterly sales targets and performance metrics.
* Maintain comprehensive records of client interactions, sales activities, and pipeline status.
* Build and maintain strong, long-term relationships with clients, providing excellent customer service.
* Stay up-to-date with UOB Capital Services’ product offerings, market trends, and industry regulations.
* Adhere to all company policies, procedures, and ethical standards.