Personal Financial Consultant

RHB Group; Kuala Lumpur; On-site; MYR 39,000 - 67,000; Full time

Job summary

RHB Banking Group in Kuala Lumpur seeks a results-oriented sales professional to drive revenue targets and grow the bank's portfolio across wealth and retail products. You will promote a broad range of offerings, participate in campaigns, and execute proactive sales plans to expand the customer base.

Ideal candidates have at least 2 years of experience with wealth and banca products, strong communication, and relationship-building skills, with a drive for NTB acquisition and customer retention.

Qualifications

• Degree or Diploma holder.
• At least 2 years’ experience with Wealth and Banca products in any FI.
• Pleasant personality with excellent verbal and written communication skills.
• Good interpersonal and relationship-building skill.
• Sales and result oriented.

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).
• 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.

Skills

Verbal and written communication

Interpersonal skills

Sales experience

Education

Degree or Diploma

Tools

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