Personal Financial Consultant

RHB Banking Group; Malacca City; On-site; MYR 40,000 - 60,000; Full time

Job summary

A prominent banking institution in Malaysia is seeking a dedicated professional to drive sales and promote a diverse range of retail products. You will engage with customers to achieve sales targets and enhance the bank's profitability. Ideal candidates should hold a degree or diploma and have at least 2 years of experience, preferably with Wealth and Banca products. Excellent communication skills and a pleasant personality are essential for building strong customer relationships. Join our dynamic team and contribute to our growth.

Qualifications

• At least 2 years’ experience with Wealth and Banca products in any financial institutions.
• Pleasant personality is a must.
• Possess CUTE & Banca/Takaful license and other relevant licenses.

Responsibilities

• Achieve assigned sales/revenue targets.
• Promote and sell retail products to customers.
• Participate in sales activities and campaigns.
• Execute sales plans and engage with customers.

Skills

Excellent verbal and written communication skills

Interpersonal and relationship building skill

Sales oriented

Education

Degree or Diploma

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