Personal Financial Consultant - Selangor & Negeri Sembilan

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

Job summary

A financial institution in Selangor seeks an experienced Sales Executive to achieve revenue targets and promote various retail banking products. The ideal candidate holds a degree or diploma, has a minimum of 2 years in wealth products, and excels in communication and relationship building. This role is crucial for driving customer acquisition and enhancing the bank's profitability.

Qualifications

• Minimum 2 years’ experience with Wealth and Banca products in financial institutions.
• Pleasant personality and good interpersonal skills.
• Possession of CUTE & Banca/Takaful license.

Responsibilities

• Achieve sales/revenue targets and contribute to branch profitability.
• Promote and sell retail products to customers.
• Participate in bank-wide sales activities to acquire customers.

Skills

Excellent verbal and written communication skills

Interpersonal and relationship building skills

Sales and result oriented

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:

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