Talent.com
This job offer is not available in your country.
Personal Financing Consultant

Personal Financing Consultant

RHB Banking GroupPerakMalaysia, Perak, Malaysia
4 days ago
Job description

About The Role

Are you passionate about helping customers achieve their financial goals?

We are looking for a dynamic and results-driven Personal Financing Consultant (PFC) to join our Retail Banking team . In this role, you will be on the front lines, acting as a trusted advisor to our customers. Your primary focus will be on achieving sales and revenue targets by professionally selling a diverse range of retail banking products and helping to grow the bank's customer portfolio and profitability.

What You Will Be Doing

  • Achieve assigned sales and revenue targets to contribute to the overall branch profitability and targets.
  • Proactively and professionally sell a wide range of retail products to existing and potential customers, including :

Wealth products : Unit Trusts (UT), ASNB VP, Private Retirement Schemes (PRS), Bancassurance / Bancatakaful (RP & GI), Direct Forex, and Non-Traditional Wealth (NTW).

  • Deposits : Current Account / Savings Account (CASA), Fixed Deposits (FD), and new account acquisition.
  • Assets / Financing products : Personal Financing (PF / PFi), ASB financing, and Credit Cards.
  • Prepare and execute comprehensive sales plans, perform account opening, actively cross-sell and up-sell, and engage with customers for retention and referrals.
  • Drive New-to-Bank (NTB) customer acquisition (both wealth and retail customers) and ensure an excellent customer experience to broaden the bank's base.
  • Participate in branch, regional, and bank-wide sales promotional activities and campaigns.

    • What We\'re Looking For

  • A Degree or Diploma holder.
  • At least 1-2 years of experience, preferably with Wealth and Bancassurance / Bancatakaful products in any Financial Institution (FI).
  • A pleasant personality with excellent verbal and written communication skills.
  • Strong interpersonal and relationship-building skills.
  • Possession of the CUTE & Banca / Takaful license and any other relevant licenses required for the portfolio.
  • Must be sales and result oriented.

    • #J-18808-Ljbffr

    Create a job alert for this search

    Consultant Financing • PerakMalaysia, Perak, Malaysia