PF-i Sales Pro — Personal Financing Specialist

RHB Banking Group; Perlis; On-site; MYR 45,000 - 78,000; Full time

Job summary

RHB Banking Group seeks a sales professional to drive PF-i product sales and meet KPIs in a dynamic, customer‑focused environment.

You will deliver high‑quality service, cross‑sell related banking products, and build relationships with local communities to grow the PF-i portfolio.

Qualifications

• Bachelor degree or equivalent required.
• 1 year of sales and customer service experience preferred.
• Licenses relevant to PF-i portfolio may be required.

Responsibilities

• Solicit and promote PF-i product sales to meet KPIs.
• Deliver superior customer experience and service quality.
• Cross-sell other retail banking products as appropriate.
• Prepare and execute sales plans; set appointments with customers.

Skills

Strong selling & negotiation

Good communication

Interpersonal skills

Self-initiated & autonomous

Community connection

Engaging people

Finance & banking basics

Basic computer skills

Highly motivated attitude

Initiative & perseverance

Education

Bachelor Degree - Any related field

Job description

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

Primary Objective

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

Key Responsibilities

Sales

• Solicit and promote sales of PF-i 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, Credit Cards, Deposits 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