Personal Financial Consultant

RHB Banking Group; Negeri Sembilan; On-site; MYR 150,000 - 200,000; Full time

Job summary

A prominent financial institution in Malaysia is seeking candidates to achieve sales targets by promoting a variety of retail and wealth products. The role involves engaging with customers, executing sales plans, and participating in branch activities. The ideal candidate has at least 2 years of experience in wealth products, excellent communication skills, and a positive personality.

Qualifications

• At least 2 years of experience preferably with Wealth and Banca products.
• Pleasant personality with excellent verbal and written communication skills.
• Good interpersonal and relationship building skills.

Responsibilities

• Achieve sales/revenue target assigned by the bank.
• Promote and sell a range of retail products to customers.
• Participate in promotional activities and campaigns.

Education

Degree or Diploma holder

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 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 skill
• Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio
• Sales and result oriented