Personal Financial Consultant

RHB Banking Group; Sungai Buloh; On-site; MYR 50,000 - 70,000; Full time

Job summary

A leading bank in Malaysia is looking for a motivated sales professional to achieve sales targets through the promotion of various retail products including wealth and financing products. The ideal candidate will have at least 2 years of experience in financial institutions, possess excellent communication skills, and hold relevant licenses. This role involves participating in promotional activities, engaging with customers to drive acquisition and maintain relationships, contributing towards the overall growth of the bank's portfolio.

Qualifications

• Minimum of 2 years’ experience with Wealth and Banca products.
• Pleasant personality with strong communication skills.
• Sales and result oriented, capable of driving customer acquisition.

Responsibilities

• Achieve sales/revenue targets and contribute to branch profitability.
• Promote and sell a range of retail products to customers.
• Participate in sales campaigns and engage with customers.

Skills

Excellent verbal and written communication skills

Good interpersonal skills

Sales oriented

Relationship building

Education

Degree or Diploma

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

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