Personal Financial Consultant | Melaka, MY

RHB; Malacca City; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial institution in Malacca City is seeking a Sales Executive to promote a range of retail products, achieve sales targets, and drive customer acquisition. Candidates should possess a degree or diploma and at least 2 years' experience in wealth and banking products. Strong interpersonal and communication skills are essential for building customer relationships. This role offers opportunities for professional growth and a dynamic work environment.

Qualifications

• Have at least 2 years' experience preferably with Wealth and Banca products in any financial institutions.
• Pleasant personality with excellent verbal and written communication skills.
• Possess sales and result-oriented mindset.

Responsibilities

• Achieve sales/revenue targets assigned by the Bank.
• Promote and sell a range of retail products to customers.
• Participate in sales and promotional activities to grow customer segments.

Skills

Sales and result oriented

Excellent verbal and written communication skills

Interpersonal and relationship building skills

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

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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