Personal Financial Consultant

RHB Bank Berhad; Kuantan; On-site; MYR 33,000 - 67,000; Full time

Job summary

RHB Bank Berhad in Malaysia is seeking a branch-based sales professional to promote a diversified range of retail products to existing and potential customers. The role covers wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits, Assets/Financing products and Credit Cards to grow portfolio and profitability.

You will execute proactive sales plans, handle account openings, cross-sell and up-sell, and engage customers for retention and referrals while driving NTB

Qualifications

• 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.

Responsibilities

• 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

Communication skills

Interpersonal skills

Sales experience

Licenses (CUTE & Banca/Takaful)

Education

Degree or Diploma

Job description

Job Description

About the Role

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. 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.

Responsibilities

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.

Qualifications

Degree or Diploma holder.

Required Skills

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 oriente

Attachments

A mantra for our clients, customers, partners and every member of the RHB family. Yes, you. Our employees are one of the reasons we are here today. Dynamic, forward-thinking and progressive, there is a reason why we are an award-winning financial institution. Join us today and be a part of a winning family. At RHB, we take pride in our people and our teams. Great relationships built on trust, a 'leading it right' environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home. As we grow towards realising our aspirations, we promise a workplace built on the five pillars – RHB Cares; RHB Leads; RHB Inspires; RHB Progresses; and RHB Rewards.