Personal Financial Consultant

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

Job summary

A prominent bank in Malaysia seeks a dedicated individual to promote and sell a range of retail products. Responsibilities include achieving sales targets, fostering customer relationships, and enhancing customer experience. The ideal candidate holds a degree or diploma and has at least 2 years of relevant experience in Wealth products, along with strong sales and communication skills. This role offers an excellent opportunity to contribute to the bank's growth and profitability.

Qualifications

• At least 2 years of experience with Wealth and Banca products.
• Pleasant personality with excellent verbal and written communication skills.
• Possession of CUTE & Banca/Takaful license.

Responsibilities

• Promote and sell retail products to existing and potential customers.
• Achieve sales/revenue targets assigned by the bank.
• Drive customer acquisition and enhance customer experience.

Skills

Wealth product knowledge

Sales experience

Communication skills

Relationship building

Interpersonal skills

Education

Degree or Diploma

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 oriente

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