Banking Sales & Service Specialist

RHB Group; Selangor; On-site; MYR 36,000 - 48,000; Full time

Job summary

A major banking institution in Selangor is seeking a Sales professional to promote and sell PF-i products. The role involves achieving sales targets, preparing sales plans, and providing high standards of customer service. Candidates should have a Bachelor’s degree, at least one year of sales experience, and strong interpersonal skills. The position requires a self-motivated individual with good communication and negotiation skills, ensuring compliance with the bank's standards.

Qualifications

• Minimum 1 year of experience in sales and customer service.
• Relevant licenses for the portfolio.
• Highly motivated, success-driven, and self-initiated.

Responsibilities

• Solicit and promote sales of PF-i products.
• Achieve individual sales targets and contribute toward Group targets.
• Prepare and execute sales plans for prospective customers.

Skills

Sales skills

Negotiation skills

Interpersonal skills

Customer service orientation

Communication skills

Education

Bachelor’s Degree in any related field

Job description

Sales

Solicit and promote sales of PF-i products.

Sales

Solicit and promote sales of PF-i products.

Achieve individual sales targets and contribute towards Group targets.

Prepare and proactively execute sales plans for prospective customers using internal marketing and self-generated leads.

Set appointments and conduct sales visits as necessary, prospecting and engaging new-to-bank customers.

Cross-sell other retail banking products such as ASB, Credit Cards, Deposits, etc.

Customer Service

Ensure a high standard of customer experience in line with the Bank’s quality and standards.

Compliance

Adhere to policies and procedures set by the Bank.

Protect and uphold the image and brand of the Bank.

Operations

Maintain the physical sales centre or sales hub to meet the Bank’s quality and standards.

Requirements

Bachelor’s Degree in any related field.

Minimum 1 year of experience in sales and customer service.

Relevant licenses for the portfolio.

Highly motivated, success-driven, self-initiated, and able to work with minimal supervision.

Comfortable engaging with people and taking personal responsibility for delivering results.

Strong selling and negotiation skills.

Excellent interpersonal skills with a service-oriented mindset.

Demonstrates initiative, perseverance, and passion in a fast-paced, demanding environment.

Ability to relate and connect with the local community.

Good communication skills.

Basic understanding of finance and banking products.

Basic computer skills.