Personal Financial Consultant

RHB Banking Group; Kedah; On-site; MYR 45,000 - 78,000; Full time

Job summary

RHB Banking Group is seeking a sales-focused professional in Malaysia to achieve revenue targets and grow the branch portfolio. You will promote wealth, deposits, and financing products to existing and new customers, and participate in bank-wide campaigns to acquire mass and mass affluent segments.

You will plan sales strategies, perform account openings, cross-sell, up-sell, and engage customers for retention and referrals, contributing to an expanded customer base and better experience.

Qualifications

• Degree or Diploma holder.
• At least 2 years experience with Wealth and Banca products.
• Pleasant personality with excellent verbal and written communication skills.
• Good interpersonal and relationship building skills.
• Possess CUTE & Banca/Takaful licenses and any other relevant licenses.
• Sales and result oriented.

Responsibilities

• To achieve sales targets and contribute to branch targets.
• Promote and professionally sell retail products to customers.
• Participate in sales campaigns and promotions to acquire customers.
• Prepare and execute sales plans, perform account opening, cross-selling and referrals.
• Drive NTB customer acquisition and enhance customer experience.

Education

Degree or Diploma

Tools

CUTE license

Banca/Takaful license

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

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 skills
• Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio
• Sales and result oriented