Personal Banker: Growth & Wealth Advisor

RHB Banking Group; Kuala Lumpur; On-site; Full time

Job summary

A leading banking institution is seeking a Personal Banker located within Klang Valley. The role involves achieving sales targets, promoting retail products, and acquiring customers. Ideal candidates should have a minimum of 2 years of sales experience, excellent communication skills, and a results-oriented approach. This position offers the opportunity to work closely with a team to enhance customer relationships and contribute to branch success.

Qualifications

• 2 years sales experience preferably in financial institutions.
• Pleasant personality with excellent verbal and written communication skills.
• Sales and results oriented with good interpersonal skills.

Responsibilities

• Achieve sales/revenue target assigned by the Bank.
• Promote and sell a range of retail products to customers.
• Acquire and grow branch customers base.

Skills

Sales experience

Interpersonal skills

Communication skills

Results-oriented

Job description

• 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 and engagement with customers for retention and referrals
  
  

POSITION: PERSONAL BANKER

LOCATION AVAILABLE: WITHIN KLANG VALLEY

Primary Objective

• 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 and engagement with customers for retention and referrals
  
  

Key Responsibilities

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 relationship and for referrals
• Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
• Compliance to Bank’s policy, procedures and observe sales code of ethics
  
  

Requirements

• 2 years sales experience preferably in FIs
• Pleasant personality with excellent verbal and written communication skills
• Have relevant licenses required for the portfolio
• Sales and results oriented
• Good interpersonal and relationship building skill