Personal Financial Consultant

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

Job summary

A banking institution in Malacca City is seeking a Sales Executive to achieve sales targets and promote a range of retail products. The ideal candidate is a Degree or Diploma holder with at least 2 years of experience in Wealth and Banca products and possesses excellent communication and interpersonal skills. This position offers a dynamic work environment focused on customer engagement and acquisition.

Qualifications

• At least 2 years’ experience preferably with Wealth and Banca products in any financial institutions.
• Pleasant personality required.
• Possess relevant licenses for the portfolio.

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

Excellent verbal and written communication skills

Interpersonal and relationship building skills

Sales and result oriented

Education

Degree or Diploma holder

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