Personal Financial Consultant - KL, Kajang, PJ & Bangsar

Personal Financial Consultant - KL, Kajang, PJ & Bangsar

Location : WP, Federal Territory of Kuala Lumpur, Malaysia

Job Description

• 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 e.g., Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex, NTW), Deposits (CASA / FD, Accounts Acquisition), Assets / Financing products (PF / PFi, ASB & Credit Cards).
• 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; drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base.

Requirements :

Seniority Level

Executive

Employment Type

Full-time

Job Function

Sales and Marketing

Industries

Financial Services and Banking

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