Direct Sales Agent at Resource Intermediaries Limited

Key Responsibilities

• Develop and implement a sales strategy to target high-value individuals and businesses
• Prospect for new clients and onboard high-net-worth individuals
• Promote and sell fixed deposit and treasury products
• Maintain strong relationships with new and existing deposit clients
• Provide timely updates to clients regarding their deposit status
• Ensure all client documentation is completed and submitted accurately
• Collaborate with internal teams to develop compelling financial products
• Monitor and ensure prompt interest payments and compliance
• Consistently meet or exceed assigned sales targets
• Attend industry events and client meetings to generate leads
• Provide weekly and monthly performance reports

Requirements

• Minimum of a National Diploma (ND) or equivalent
• 1–2 years experience in banking or financial product sales
• Strong interpersonal and communication skills
• Proven ability to engage and convert high-profile clients
• Understanding of savings and treasury operations
• Self-motivated, results-oriented, and proactive in strategy
• Innovative and able to develop creative approaches to selling
• Experience in meeting and exceeding sales targets