Sales Consultant, PF-i

RHB Banking Group; Kuala Lumpur; On-site; MYR 42,000 - 66,000; Full time

Job summary

RHB Banking Group in Kuala Lumpur is seeking a results-driven sales professional to solicit and promote PF products, aiming to achieve individual targets and contribute to group targets. You will use internal marketing and self-generated leads to build a robust sales pipeline.

Responsibilities include planning proactive sales strategies, setting appointments, engaging new-to-bank customers, and cross-selling a range of banking products.

Qualifications

• Bachelor's degree in related field.
• 1 year of experience in sales and customer service would be an advantage.
• Strong selling and negotiation skills.
• Good communication and interpersonal abilities.
• Basic understanding of finance and banking products.

Responsibilities

• Solicit and promote PF products to drive sales.
• Achieve individual sales targets and support group targets.
• Prepare and execute sales plans using internal marketing and self-generated leads.
• Set appointments and conduct sales calls with new-to-bank customers.
• Cross-sell other retail banking products such as ASB, PF-i, Credit Cards and Deposits.
• Maintain high standard of customer experience and compliance with bank policies and procedures.

Skills

Sales skills

Negotiation

Interpersonal skills

Communication

Finance basics

Education

Bachelor's degree in related field

Job description

• 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, Deposits etc.

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, 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