Personal Financial Consultant

RHB Banking Group; Selangor; On-site; MYR 45,000 - 78,000; Full time

Job summary

RHB Banking Group in Malaysia seeks a sales-focused professional to achieve revenue targets by promoting a range of wealth and retail products to existing and new customers. The role includes cross-selling, account openings, and engagement to grow mass and mass affluent segments.

The ideal candidate holds a Degree or Diploma with at least 2 years' experience in Wealth/Banca products, excellent communication, and strong relationship-building skills to drive NTB customer acquisition and superior

Qualifications

• Degree or Diploma holder is required.
• 2+ years of experience in wealth and banca products preferred.

Responsibilities

• Achieve sales/revenue targets assigned by the Bank and contribute to branch targets.
• Promote and sell a range of retail and wealth products to existing and potential customers.
• Participate in sales campaigns to acquire and grow mass and mass affluent segments.
• Prepare and execute sales plans including cross-selling and account openings.

Skills

Interpersonal skills

Sales-driven

Communication skills

Education

Degree or Diploma

Job description

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