Personal Financial Consultant

RHB Bank; Malacca City; On-site; MYR 50,000 - 70,000; Full time

Job summary

A leading financial institution in Malaysia seeks to hire a Sales Executive to drive retail product promotions and achieve sales targets. The candidate should hold a degree or diploma and have at least two years of experience, preferably with Wealth and Banca products. The role involves engaging with customers, executing sales plans, and enhancing the overall customer experience. Excellent communication and interpersonal skills are essential for success in this position.

Qualifications

• At least 2 years’ experience, preferably with Wealth and Banca products.
• Pleasant personality with excellent verbal and written communication skills.
• Possess CUTE & Banca/Takaful license and other relevant licenses.

Responsibilities

• Achieve sales/revenue targets and contribute to profitability.
• Promote and sell a range of retail products.
• Participate in sales activities to acquire and grow customer segments.
• Execute sales plan and drive new customer acquisition.

Skills

Sales skills

Communication

Interpersonal skills

Customer engagement

Education

Degree or Diploma

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 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

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