Personal Financing Consultant

RHB Bank; Perak; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial institution in Malaysia is seeking a motivated sales professional to achieve assigned sales targets and promote a range of retail products. The role involves participating in sales and promotional activities, executing sales plans, and driving customer engagement. Ideal candidates should possess a strong motivation to grow the bank's portfolio and enhance customer experiences. This position offers the opportunity to work in a dynamic environment focused on customer-centric sales.

Responsibilities

• Achieve sales/revenue targets assigned by the Bank.
• Promote and professionally sell a range of retail products.
• Participate in sales and promotional activities.
• Execute sales plans and drive customer engagement.

Job description

Responsibilities

• 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 i.e. 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