Personal Financial Consultant

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

Job summary

A financial institution in Malaysia is seeking a sales-oriented professional to achieve revenue targets by promoting a variety of retail banking products. The ideal candidate should possess a degree or diploma, have a minimum of 2 years of experience in relevant financial products, and exhibit strong communication and relationship-building skills. This role provides an opportunity to drive customer acquisition and enhance the bank's profitability.

Qualifications

• Minimum 2 years of experience in Wealth and Banca products.
• Pleasant personality with excellent verbal and written communication skills.
• Possess relevant licenses for the portfolio.

Responsibilities

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

Skills

Sales-oriented

Communication skills

Interpersonal skills

Education

Degree or Diploma

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