Personal Financial Consultant

RHB Banking Group; Johor; On-site; MYR 50,000 - 70,000; Full time

Job summary

A leading financial institution in Malaysia is seeking a Sales Executive to achieve sales targets and promote retail products. The ideal candidate should hold a degree or diploma and have at least 2 years of experience in Wealth and Banca products. Excellent communication and interpersonal skills are essential. This role offers an opportunity to engage with customers and drive new client acquisition.

Qualifications

• Minimum 2 years of experience in Wealth and Banca products.
• Pleasant personality with excellent verbal and written skills.
• Possession of CUTE & Banca/Takaful license is preferred.

Responsibilities

• Achieve sales/revenue targets set by the Bank.
• Promote retail products to existing and potential customers.
• Execute sales plans and drive customer acquisition.

Skills

Sales-oriented

Communication skills

Interpersonal skills

Relationship building

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 ie. 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