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Personal Financial Consultant

Personal Financial Consultant

RHB Banking GroupKuala Lumpur, Kuala Lumpur, Malaysia
30+ hari lalu
Penerangan pekerjaan

Overview

Personal Financial Consultant at RHB Banking Group

Responsibilities

  • 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 i.e. 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

Qualifications

  • 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 skill
  • 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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    Buat amaran kerja untuk carian ini

    Financial Consultant • Kuala Lumpur, Kuala Lumpur, Malaysia