Personal Financial Consultant

RHB Banking Group; Pahang; Sur place; MYR 36 000 - 72 000; Plein temps

Résumé du poste

RHB Banking Group is seeking a candidate in Malaysia, Pahang to promote and professionally sell a range of retail products, including Wealth products, Deposits, and Financing products. The role involves achieving sales targets, participating in promotional activities, and building strong customer relationships. Candidates should hold a degree or diploma with at least 2 years of experience in Wealth and Banca products. Proficiency in communication and relationship building is essential.

Qualifications

• 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.

Responsabilités

• Participate in branch/region/bank sales & promotional activities.
• Prepare and execute sales plan, perform account opening, cross selling, up selling.
• Drive NTB customer acquisition and enhance customer experience.

Connaissances

Sales and result oriented

Excellent verbal and written communication skills

Good interpersonal and relationship building skill

Formation

Degree or Diploma holder

Outils

CUTE & Banca/Takaful license

Description du poste

Job Description

About The Role

• 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.
• 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.

Responsibilities

• 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.

Qualifications

• Degree or Diploma holder.

Required Skills

• 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.