Personal Financial Consultant

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

Job summary

A leading banking institution in Kedah is seeking candidates to achieve sales targets and promote a range of retail financial products. Candidates should have a degree or diploma, with at least 2 years of experience in wealth and banca products, excellent communication skills, and relevant licenses. This role focuses on customer acquisition and engagement to enhance the bank's portfolio.

Qualifications

• Minimum 2 years experience preferably with Wealth and Banca products.
• Pleasant personality with strong communication skills.
• Possess relevant licenses required for the portfolio.

Responsibilities

• Achieve sales/revenue target assigned by the Bank.
• Promote and sell retail products to customers.
• Participate in sales & promotional activities.
• Prepare and execute sales plans, engage with customers.
• Drive customer acquisition to broaden the Bank's customer base.

Skills

Sales and result oriented

Excellent verbal and written communication skills

Interpersonal and relationship building skills

Education

Degree or Diploma holder

Tools

CUTE & Banca/Takaful license

Job description

Responsibilities

• 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 i.e. 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