Personal Financial Consultant - Kg Baru Sungai Buloh Branch

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

Job summary

A financial institution in Selangor is seeking a motivated individual to achieve sales targets while promoting a range of retail products. The ideal candidate will have a degree or diploma, at least 2 years of experience, and excellent communication skills. Responsibilities include customer acquisition, relationship building, and executing sales plans. This role offers the chance to contribute to the growth of the bank's portfolio.

Qualifications

• 2 years' experience preferably with Wealth and Banca products.
• Pleasant personality and strong communication skills.
• Ability to build and maintain relationships.

Responsibilities

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

Skills

Sales and result oriented

Excellent verbal and written communication skills

Interpersonal and relationship building skills

Education

Degree or Diploma holder

Tools

CUTE & Banca/Takaful license

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