Personal Banker

RHB; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading financial institution in Kuala Lumpur is seeking candidates for a sales position focused on promoting retail banking products. The role requires achieving sales targets, engaging with customers, and driving customer acquisition. Candidates should have a degree or diploma with at least two years of relevant experience. Excellent communication skills and relevant licenses are also necessary.

Qualifications

• At least 2 years of experience preferably with Wealth and Banca products.
• Pleasant personality with strong communication skills.
• Possess relevant licenses required for the portfolio.

Responsibilities

• Achieve sales/revenue target and contribute to bank's profitability.
• Promote and sell a range of retail products.
• Participate in bank-wide sales and promotional activities.
• Drive new customer acquisition and improve customer experience.

Skills

Sales and result-oriented

Excellent verbal and written communication skills

Good interpersonal and relationship building skills

Education

Degree or Diploma holder

Tools

CUTE & Banca/Takaful license

Job description

Overview

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

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 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

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 skill
• Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio
• Sales and result oriented

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