Personal Financial Consultant

RHB Group; Selangor; On-site; MYR 45,000 - 73,000; Full time

Job summary

RHB Banking Group in Malaysia is seeking a Sales Executive to meet sales targets by promoting wealth, deposits and financing products to existing and new customers. You will contribute to branch targets and drive NTB acquisition through proactive engagement and cross-selling.

The role requires a degree or diploma and at least 2 years’ experience in wealth and banca products, with strong communication and relationship-building skills; licenses such as CUTE & Banca/Takaful are preferred.

Qualifications

• Degree or Diploma holder.
• Have at least 2 years’ experience preferably with Wealth and Banca products in any FI.
• 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.

Responsibilities

• Achieve sales/revenue targets as assigned by the Bank and contribute to branch targets.
• Promote and professionally sell a range of retail products to existing and potential customers.
• Participate in branch/region/bank sales campaigns to acquire and grow mass & mass affluent customers.
• Prepare and execute sales plans, perform account opening, cross selling and engagement for retention and referrals.

Skills

Communication skills

Interpersonal skills

Sales orientation

Results driven

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