Personal Financial Consultant

RHB Banking Group; Malacca City; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading banking institution in Malacca City is looking for a Sales Executive to achieve sales targets by promoting retail products to existing and potential customers. The ideal candidate should have a Degree or Diploma, at least 2 years of experience in financial institutions, and possess a pleasant personality with strong communication skills. This role involves customer acquisition and participation in promotional activities.

Qualifications

• 2+ years’ experience with Wealth and Banca products in any financial institutions.
• Pleasant personality with strong communication skills.
• Experience in customer acquisition and retention.

Responsibilities

• Achieve sales/revenue targets assigned by the bank.
• Promote and sell retail products to existing and potential customers.
• Participate in sales and promotional activities.

Skills

Sales and result-oriented

Excellent verbal and written communication skills

Good interpersonal and relationship building skills

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, 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), 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 skills.
• Possess CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio.
• Sales and result-oriented.