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Personal Financial Consultant - KL, Kajang, PJ & Bangsar

Personal Financial Consultant - KL, Kajang, PJ & Bangsar

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

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 :

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

    • Seniority Level

    Executive

    Employment Type

    Full-time

    Job Function

    Sales and Marketing

    Industries

    Financial Services and Banking

    Referrals increase your chances of interviewing at RHB Banking Group by 2x.

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