Wealth & Retail Banking Advisor

RHB Group; Pahang; On-site; MYR 30,000 - 45,000; Full time

Job summary

A leading bank in Malaysia is looking for candidates to promote and sell retail products while achieving sales targets. Responsibilities include engaging customers and executing sales plans. Applicants should have a degree or diploma, at least 2 years of experience, and possess relevant licenses. Join us to grow our customer base in Pahang.

Qualifications

• At least 2 years experience preferably with Wealth and Banca products in any financial institutions.

Responsibilities

• Participate in sales & promotional activities and campaigns.
• Prepare and execute sales plan, account opening, cross selling, and up selling.
• Drive NTB customer acquisition and enhance customer experience.

Skills

Sales and result oriented

Excellent verbal and written communication skills

Good interpersonal and relationship building skills

Education

Degree or Diploma holder

Tools

CUTE & Banca/Takaful license

Job description

Job Description

• To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
• To promote and professionally sell a range of retail products to existing and potential customers ie. 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 campaigns 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, up selling and engagement with customers for retention and referrals
• To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
  
  

Requirements

• Degree or Diploma holder
• Have at least 2 years experience preferably with Wealth and Banca products in any FIs
• Pleasant personality with excellent verbal and written communication skills
• Good interpersonal and relationship building skill
• Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio
• Sales and result oriented