Personal Finance Sales Lead — Customer Experience Champion

RHB Group; Perak; On-site; MYR 33,480 - 55,800; Full time

Job summary

RHB Banking Group in Malaysia is seeking a proactive Sales and Customer Service Associate to promote Personal Financing products and help customers achieve their financial goals. You will plan and execute sales activities, set appointments, engage new-to-bank clients, and cross-sell banking products while delivering an excellent customer experience in a fast-paced environment.

Requirements include a Bachelor’s degree and at least one year in sales or customer service, relevant licenses, strong

Qualifications

• Bachelor Degree – Any related field(s).
• 1 year of experience in sales and customer service related field
• Have the relevant licenses for the portfolio
• Strong selling and negotiation skills
• Strong interpersonal skills and service oriented
• Demonstrate initiative, perseverance and passion in delivering results within fast paced environment
• Ability to relate and connect to local community
• Good communication skills
• Basic understanding of finance and banking products
• Basic computer skills

Responsibilities

• Solicit and promote sales of PF products
• Achieve individual sales targets and contribute towards the achievement of Group targets
• Prepare and pro‑actively execute sales plans for prospective customers, using internal marketing as well as self‑generated leads
• Set appointments, carry out sales call visits where necessary, prospecting and early engagement with new to bank customers
• Cross‑sell other retail banking products such as ASB, PF‑i, Credit cards, etc.
• Ensure high standard of customer experience in line with the quality and standards set by the Bank
• Ensure compliance to the policies and procedures set by the Bank
• Protect the image and brand of the Bank
• Ensure that the physical sales centre or sales hub is well maintained in line with the quality and standards set by the Bank

Skills

Sales

Negotiation

Customer service

Interpersonal skills

Communication

Initiative

Education

Bachelor's degree

Job description

Primary Objective

• Solicit and promote sales of Personal Financing (PF) products to achieve business KPIs
• Deliver superior customer experience
  
  

Key Responsibilities

Sales

• Solicit and promote sales of PF products
• Achieve individual sales targets and contribute towards to achievement of Group targets
• Prepare and pro-actively execute sales plans for prospective customers, using internal marketing as well as self-generated leads
• Set appointments, carry-out sales call visits where necessary, prospecting and early engagement with new to bank customers
• Cross selling of other retail banking products such as ASB, PF-i, Credit cards etc.
  
  

Customer Service

• Ensure high standard of customer experience in line with the quality and standards set by the Bank
  
  

Compliance

• Ensure compliance to the policies and procedures set by the Bank
• Protect the image and brand of the Bank
  
  

Operations

• Ensure that the physical sales centre or sales hub is well maintained in line with the quality and standards set by the Bank
  
  

Requirements

• Bachelor Degree - Any related field(s).
• 1 year of experience in sales and customer service related field
• Have the relevant licenses for the portfolio
• Highly motivated, winning attitude, success driven, self-initiated and able to work with minimal supervision
• Comfortable with engaging people, prefers doing sales and take personal responsibility on delivering results
• Strong selling and negotiation skills
• Strong interpersonal skills and service oriental
• Demonstrate initiative, perseverance and passion in delivering results within fast paced and highly demanding environment
• Ability to relate and connect to local community
• Good communication skills
• Basic understanding of finance and banking products
• Basic computer skills