457
Jobs in Sungai Petani, Malaysia
Personal Financial Consultant
RHB Banking Group
Kedah
On-site
MYR 50,000 - 70,000
Full time
13 days ago
Job summary
A leading banking institution in Kedah is seeking candidates to achieve sales targets and promote a range of retail financial products. Candidates should have a degree or diploma, with at least 2 years of experience in wealth and banca products, excellent communication skills, and relevant licenses. This role focuses on customer acquisition and engagement to enhance the bank's portfolio.
Qualifications
- Minimum 2 years experience preferably with Wealth and Banca products.
- Pleasant personality with strong communication skills.
- Possess relevant licenses required for the portfolio.
Responsibilities
- Achieve sales/revenue target assigned by the Bank.
- Promote and sell retail products to customers.
- Participate in sales & promotional activities.
- Prepare and execute sales plans, engage with customers.
- Drive customer acquisition to broaden the Bank's customer base.
Skills
Sales and result oriented
Excellent verbal and written communication skills
Interpersonal and relationship building skills
Education
Degree or Diploma holder
Tools
CUTE & Banca/Takaful license
Job description
Responsibilities
- 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 i.e. 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 skills
- Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio
- Sales and result oriented
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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