Credit Card Sales Representative, Pasay

Sales & Lead Generation:

• Actively identify and approach potential customers to promote and sell credit card products.
• Use sales techniques such as cold calling, in-person outreach, and online marketing to generate leads and drive sales.
• Qualify prospects by understanding their financial needs and presenting suitable credit card offers.

Product Education & Consultation:

• Explain the features, benefits, and terms of various credit card products, including interest rates, rewards programs, and credit limits.
• Assist customers in comparing credit card options and selecting the best product based on their individual financial goals.
• Stay updated on product offerings, market trends, and competitor credit card products to effectively advise customers.

Application Processing & Documentation:

• Assist customers with the credit card application process, ensuring all required information is accurately collected and submitted.
• Review and verify customer documents for eligibility, ensuring compliance with all regulatory requirements.
• Follow up with customers to ensure timely submission of applications and to address any questions or concerns.

Customer Service & Relationship Building:

• Provide excellent customer service throughout the sales process, addressing inquiries and resolving any issues.
• Build and maintain strong relationships with existing and potential customers to encourage loyalty and repeat business.
• Offer after-sales support, helping customers with activation, account management, and troubleshooting as needed.

Sales Targets & Reporting:

• Meet and exceed sales targets for credit card acquisitions and other key performance indicators (KPIs).
• Maintain accurate records of sales activity, customer interactions, and sales performance using CRM systems.
• Report on sales performance, trends, and customer feedback to the Sales Manager and team.

Compliance & Ethical Standards:

• Ensure all sales practices comply with relevant financial regulations, company policies, and industry standards.
• Adhere to ethical sales practices by providing honest, transparent information to customers.