Personal Financial Consultant

RHB Bank Berhad; Kuala Selangor; On-site; MYR 54,000 - 90,000; Full time

Job summary

RHB Bank Berhad, a leading Malaysian bank, is seeking a sales-driven professional to promote a full range of wealth, deposits and financing products. The role focuses on acquiring new customers and expanding relationships with mass and mass-affluent segments within the branch network.

The ideal candidate holds a degree or diploma with at least two years in wealth and banca products, and demonstrates excellent communication and interpersonal skills to drive sales, cross-selling and customer

Qualifications

• Proven communication skills (verbal and written).
• Strong interpersonal and relationship-building abilities.

Responsibilities

• Achieve sales and revenue targets assigned by the Bank to contribute to branch targets.
• Promote and actively sell a range of retail wealth, deposits, assets and financing products to existing and potential customers.
• Participate in branch/region/bank-wide sales activities and campaigns to acquire, build and grow mass and mass-affluent segments.
• Prepare and execute sales plans, perform account openings, cross-sell, up-sell and engage customers for retention and referrals.

Education

Degree or Diploma

2+ years of experience in wealth and banca products

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