Personal Financial Consultant

RHB Bank Berhad; Subang Jaya; On-site; MYR 45,000 - 89,000; Full time

Job summary

RHB Bank Berhad in Subang Jaya invites a motivated sales professional to achieve revenue targets by promoting wealth, deposits and financing products to existing and potential customers. You will perform account opening, cross-sell, upsell, and engage in branch campaigns to grow the customer base and profitability.

The role requires a proactive sales mindset, excellent verbal and written communication, and strong interpersonal skills, with CUTE & Banca/Takaful licenses and a commitment to

Qualifications

• Degree or Diploma holder.
• 2 years’ experience preferably with Wealth and Banca products.
• Pleasant personality with excellent verbal and written communication skills.
• Good interpersonal and relationship building skills.
• Possess with CUTE & Banca/Takaful license and any other relevant licenses.
• Sales and result oriented.

Responsibilities

• To achieve sales/revenue targets 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 e.g. 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).
• 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.

Skills

Verbal communication

Written communication

Interpersonal skills

Sales orientation

Licensing: CUTE & Banca/Takaful

Education

Degree or Diploma holder

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

• 1. Degree or Diploma holder
• 2. Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs
• 3. Pleasant personality with excellent verbal and written communication skills
• 4. Good interpersonal and relationship building skill
• 5. Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio
• 6. Sales and result oriented

A mantra for our clients, customers, partners and every member of the RHB family. Yes, you. Our employees are one of the reasons we are here today.

Dynamic, forward-thinking and progressive, there is a reason why we are an award-winning financial institution. Join us today and be a part of a winning family.

At RHB, we take pride in our people and our teams. Great relationships built on trust, a 'leading it right' environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home.

As we grow towards realising our aspirations, we promise a workplace built on the five pillars – RHB Cares; RHB Leads; RHB Inspires; RHB Progresses; and RHB Rewards.