Personal Financing Consultant

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

Job summary

A leading banking institution located in Selangor, Malaysia, is seeking individuals focused on achieving sales targets and expanding the customer base. The role involves promoting various retail products such as wealth and financing products, executing sales plans, and maintaining customer relationships. Successful candidates will actively participate in branch activities to enhance customer experience and drive new customer acquisition. This position offers opportunities for career growth in a dynamic banking environment.

Responsibilities

• Achieve sales/revenue targets assigned by the bank.
• Promote and sell retail products to customers.
• Participate in branch and bank sales activities.
• Execute sales plans, perform account opening, and cross-sell products.
• Maintain regular contact with customers to develop relationships.
• Drive customer acquisition and enhance customer experience.

Job description

Primary Objective

• To achieve sales/ revenue target assigned by the bank and contribute towards growing the bank's portfolio/ profitability and 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 campaign 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, upselling and engagement with customers for retention and referrals
• To maintain regular contacts with customers to develop relationship and deepen share of customers' wallet
• To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base