Personal Banker

RHB Banking Group; Johor; On-site; MYR 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a motivated Personal Financial Consultant to drive sales and enhance customer relationships. This role involves preparing and executing strategic sales plans, engaging with both prospective and existing customers, and collaborating with branch teams to achieve sales targets. Your efforts will contribute significantly to the growth of the branch's customer base and overall revenue. If you are passionate about sales and customer service, this is an exciting opportunity to make a meaningful impact in the banking sector.

Qualifications

• Proven experience in sales and customer engagement.
• Ability to execute sales plans and achieve targets.

Responsibilities

• Prepare and execute sales plans for prospective customers.
• Maintain regular contact with existing customers for referrals.
• Collaborate with sales personnel on campaigns for customer acquisition.

Skills

Sales Planning

Customer Engagement

Cross Selling

Account Management

Relationship Building

Job description

Sales Responsibilities

• Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads.
• Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention.
• Plan and identify cross selling/up selling to increase customers’ PHR and revenue.
• Set appointments, sales visitations, prospecting and engagement with customers.
• Account opening for CASA.
• Maintain regular contact with existing customers to foster closer relationships and for referrals.
• Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns.
• Compliance with Bank’s policy, procedures and observe sales code of ethics.

Sales Planning & Activities

• Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads.
• Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention.
• Plan and identify cross selling/up selling to increase customers’ PHR and revenue.
• Set appointments, sales visitations, prospecting and engagement with customers.
• Account opening for CASA.

Sales Management

• Maintain regular contact with existing customers to foster closer relationships and for referrals.
• Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns.
• Compliance with Bank’s policy, procedures and observe sales code of ethics.

To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets.

To promote and professionally sell a range of retail products to existing and potential customers.

Acquire and grow branch customers base, ENR, deposits (CASA/FD) and fee income.

Participate in branch/region/bank sales activities and campaigns to achieve deliverables.

Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling.

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