Personal Financial Consultant

RHB Banking Group; Malacca City; On-site; MYR 30,000 - 42,000; Full time

Job summary

RHB Banking Group in Malaysia seeks a front-line sales professional to achieve revenue targets and contribute to the growth of the bank's branch portfolio. The role involves promoting a range of wealth, deposits and financing products to both existing and potential customers, and participating in campaigns to grow mass and mass affluent segments.

You will prepare sales plans, open accounts, cross-sell, upsell and engage customers for retention and referrals while maintaining regular contact to

Responsibilities

• Achieve sales/revenue targets assigned by the Bank to grow branch portfolio and profitability.
• Promote and sell a range of retail products to existing and potential customers, including wealth, deposits and financing products.
• Participate in branch/region/bank-wide sales campaigns to acquire and grow mass and mass affluent segments.
• Prepare and execute sales plans, perform account opening, cross-sell and upsell, and engage customers for retention and referrals.
• Maintain regular contact with customers to develop relationships and deepen share of wallet.
• Drive NTB customer acquisition and enhance 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 maintain regular contacts with customers to develop relationship and deepen share of customers' wallet
• To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base