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Personal Financial Consultant

Personal Financial Consultant

RHB Banking GroupKedahMalaysia, Kedah, Malaysia
30+ hari lalu
Penerangan pekerjaan

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Overview

Personal Financial Consultant role requiring achievement of sales / revenue targets, promotion and professional selling of a range of retail products, and active participation in sales campaigns to grow the customer base and portfolio.

Responsibilities

  • To achieve sales / revenue targets 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, including 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 and promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass and mass affluent customer segments
  • Prepare and pro-actively execute sales plans, 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 enhance customer experience to broaden the Bank's customer base

Requirements

  • Degree or Diploma holder
  • Have at least 2 years experience preferably with Wealth and Banca products in any FIs
  • Pleasant personality with excellent verbal and written communication skills
  • Good interpersonal and relationship building skills
  • Possess with CUTE & Banca / Takaful license and any other relevant licenses required for the portfolio
  • Sales and result oriented

    • Seniority level

  • Entry level

    • Employment type

  • Full-time

    • Job function

  • Finance and Sales

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