Personal Financial Consultant

RHB Banking Group


Date: 2 weeks ago
City: Malacca
Contract type: Full time
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

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