PF Banking Sales Consultant - Growth & Cross-Sell

RHB Group; Selangor; On-site; MYR 33,000 - 50,000; Full time

Job summary

A financial services provider is seeking a Sales Consultant to promote PF-i products and achieve sales targets. The ideal candidate will engage with new customers, conduct sales visits, and cross-sell retail banking products. This entry-level role offers opportunities for career growth within a supportive team environment in Selangor, Malaysia.

Qualifications

• Experience in sales, preferably in retail banking.
• Strong interpersonal and communication skills.
• Ability to achieve sales targets and objectives.

Responsibilities

• Solicit and promote sales of PF-i products.
• Achieve individual sales targets and contribute towards Group targets.
• Prepare and execute sales plans for prospective customers.

Skills

Sales promotion

Customer engagement

Cross-selling

Job description

• Solicit and promote sales of PF-i products.
• Achieve individual sales targets and contribute towards Group targets.
• Prepare and proactively execute sales plans for prospective customers using internal marketing and self-generated leads.
• Set appointments and conduct sales visits as necessary, prospecting and engaging new-to-bank customers.
• Cross-sell other retail banking products such as ASB, Credit Cards, Deposits, etc.
  
  

Sales

• Solicit and promote sales of PF-i products.
• Achieve individual sales targets and contribute towards Group targets.
• Prepare and proactively execute sales plans for prospective customers using internal marketing and self-generated leads.
• Set appointments and conduct sales visits as necessary, prospecting and engaging new-to-bank customers.
• Cross-sell other retail banking products such as ASB, Credit Cards, Deposits, etc.
  
  

Customer Service

• Ensure a high standard of customer experience in line with the Bank’s quality and standards.
  
  

Compliance

• Adhere to policies and procedures set by the Bank.
• Protect and uphold the image and brand of the Bank.
  
  

Operations

• Maintain the physical sales centre or sales hub to meet the Bank’s quality and standards.