Personal Financial Consultant

RHB Banking Group; Kluang; On-site; MYR 42,000 - 66,000; Full time

Job summary

RHB Banking Group in Malaysia is seeking a Branch Sales Executive to drive revenue targets by selling wealth and retail products to existing and new customers. You will execute proactive sales plans, open accounts, cross-sell and engage clients to enhance retention and referrals, contributing to branch profitability.

Requirements include a degree or diploma, at least 2 years' experience with wealth and banca products, excellent communication, strong interpersonal skills, and relevant licenses.

Qualifications

• Degree or Diploma holders.
• At least 2 years’ experience in 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 results oriented.

Responsibilities

• Promote and professionally sell a range of retail products to existing and potential customers.
• Achieve sales/revenue targets and contribute to branch targets.
• Participate in branch/region/bank campaigns to acquire and grow mass & mass affluent customers.
• Prepare and execute sales plans, perform account opening, cross-selling and referrals.

Skills

Sales skills

Communication skills

Interpersonal skills

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 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:

1. Degree or Diploma holder

2. Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs

3. Pleasant personality with excellent verbal and written communication skills

4. Good interpersonal and relationship building skill

5. Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio

6. Sales and result oriented