Personal Financial Consultant

Join to apply for the Personal Financial Consultant role at RHB Banking Group

To achieve sales / revenue target assigned by the Bank and contribute towards growing the bank's portfolio / profitability and the achievement of the overall branch targets

• To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA / FD, Accounts Acquisition), Assets / Financing products (PF / PFi, ASB & Credit Cards) etc.
• Participate in branch / region / bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments
• Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base

Job Requirements

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

#J-18808-Ljbffr