Personal Banker (Penang Region)

AmBank Group; Penang; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading financial institution in Malaysia is seeking a dedicated sales professional to meet sales targets for various financial products. This role involves engaging with customers, understanding their needs, and executing services in accordance with internal policies. Candidates should have relevant educational qualifications and a proven sales track record in the financial sector.

Qualifications

• At least a Diploma, Advanced/Higher/Graduate Diploma, Bachelor's Degree, or equivalent.
• 3 - 5 years of sales experience in Financial Institutions.
• Insurance license in FIMM / PCEIA Life & General or similar is an added advantage.

Responsibilities

• Deliver sales targets for deposit, bancassurance, unit trust, and lending products.
• Identify customer needs and provide financial solutions.
• Build and maintain business relationships with customers.

Skills

Sales

Customer Relationship Management

Education

Diploma or Bachelor's Degree in Business Studies/Administration/Management

Job description

Job Description:

• Delivers sales target for deposit, bancassurance, unit trust and lending products.
• Identifies customer needs and provides financial solutions accordingly.
• Attends customers' enquiry on branch products and services and feedback.
• Executes sales and services to customers in accordance with internal/external policies, guidelines and regulations.
• Builds and maintains business relationship with existing and new customers to ensure customer retention and cross-selling opportunities.
• Plan sales activities with Branch Manager.
• Ensure compliance with Ambank's policies and procedures.

Job Requirements:

• Candidate must possess at least a Diploma, Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma, Professional Degree, Business Studies/Administration/Management or equivalent
• At least 3 - 5 years of sales experience in Financial Institutions
• Candidate with insurance license in FIMM / PCEIA Life & General / CELLI / TBE / Private Retirement Scheme would be an added advantage