Personal Banker

RHB Banking Group; Selangor; On-site; Full time

Job summary

A prominent banking institution in Malaysia is seeking a sales professional to achieve revenue targets by promoting various retail products. The ideal candidate has a degree or diploma, at least 2 years of experience in financial institutions, and excellent communication skills. Responsibilities include engaging customers, executing sales plans, and contributing to the bank's overall profitability. Relevant licenses in finance are also a requirement.

Qualifications

• Minimum 2 years experience, preferably with Wealth and Banca products in a financial institution.
• Possess CUTE & Banca/Takaful license and any other relevant licenses.

Responsibilities

• Achieve sales/revenue targets and contribute to branch profitability.
• Promote and sell retail products to customers.
• Engage with customers for retention and referrals.
• Prepare and execute sales plans to acquire new customers.

Skills

Sales and result oriented

Excellent verbal and written communication skills

Interpersonal and relationship building skills

Education

Degree or Diploma

Job description

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 proactively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals, to drive new-to-bank customer acquisition (wealth and retail customers) and improve 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 financial institution
• 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