Personal Financial Consultant | Kuala Lumpur, MY

RHB; Kuala Lumpur; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading financial institution in Kuala Lumpur is seeking a candidate to achieve sales targets and promote a range of retail products including Wealth products and financing solutions. The ideal candidate should have at least 2 years of experience in financial services and excellent interpersonal skills. This role emphasizes customer engagement and sales-driven strategies to expand the bank's customer base.

Qualifications

• Minimum 2 years experience with Wealth and Banca products.
• Pleasant personality with excellent communication skills.
• Sales and result-oriented.

Responsibilities

• Achieve sales/revenue targets and grow bank's portfolio.
• Promote a range of retail products to customers.
• Participate in sales activities to acquire new customers.

Skills

Excellent verbal communication

Interpersonal skills

Sales-oriented

Education

Degree or Diploma

Tools

CUTE & Banca/Takaful license

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

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

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