Personal Financing Sales Specialist

RHB Group; Johor; On-site; MYR 33,000 - 67,000; Full time

Job summary

RHB Banking Group in Malaysia is seeking a Sales Executive to solicit and promote Personal Financing products to achieve business KPIs and deliver superior customer experience. The role requires at least 1 year of sales or customer service experience and a bachelor degree.

You will prepare and execute sales plans, set appointments, conduct calls, and engage new-to-bank customers while cross-selling other banking products to meet targets in a fast-paced environment.

Qualifications

• Bachelor degree in related field(s).
• 1 year of experience in sales and customer service.
• Have the relevant licenses for the portfolio.
• Highly motivated, winning attitude, success driven, self-initiated and able to work with minimal supervision.
• Strong selling and negotiation skills.
• Strong interpersonal skills and service orientation.
• Demonstrate initiative, perseverance and passion in delivering results within fast paced environment.
• Ability to relate and connect to local community.
• Good communication skills.
• Basic understanding of finance and banking products.

Responsibilities

• Solicit and promote sales of PF products to achieve KPIs.
• Deliver superior customer experience in line with Bank standards.
• Prepare and pro-actively execute sales plans for prospective customers using internal marketing and self-generated leads.
• Set appointments, conduct sales calls, prospect new-to-bank customers, and engage early.
• Cross-sell other retail banking products such as ASB, PF-i, and credit cards.
• Ensure compliance to bank policies and protect the bank's image.

Skills

Sales

Customer service

Negotiation

Interpersonal skills

Communication

Financial products

Education

Bachelor Degree

Tools

Basic computer skills

Job description

• Solicit and promote sales of Personal Financing (PF) products to achieve business KPIs

Primary Objective

• Solicit and promote sales of Personal Financing (PF) products to achieve business KPIs
• Deliver superior customer experience
  
  

Key Responsibilities

Sales

• Solicit and promote sales of PF products
• Achieve individual sales targets and contribute towards to achievement of Group targets
• Prepare and pro-actively execute sales plans for prospective customers, using internal marketing as well as self-generated leads
• Set appointments, carry-out sales call visits where necessary, prospecting and early engagement with new to bank customers
• Cross selling of other retail banking products such as ASB, PF-i, Credit cards etc.
  
  

Customer Service

• Ensure high standard of customer experience in line with the quality and standards set by the Bank
  
  

Compliance

• Ensure compliance to the policies and procedures set by the Bank
• Protect the image and brand of the Bank
  
  

Operations

• Ensure that the physical sales centre or sales hub is well maintained in line with the quality and standards set by the Bank
  
  

Requirements

• Bachelor Degree - Any related field(s).
• 1 year of experience in sales and customer service related field
• Have the relevant licenses for the portfolio
• Highly motivated, winning attitude, success driven, self-initiated and able to work with minimal supervision
• Comfortable with engaging people, prefers doing sales and take personal responsibility on delivering results
• Strong selling and negotiation skills
• Strong interpersonal skills and service oriental
• Demonstrate initiative, perseverance and passion in delivering results within fast paced and highly demanding environment
• Ability to relate and connect to local community
• Good communication skills
• Basic understanding of finance and banking products
• Basic computer skills