About this role
POSITION: PERSONAL BANKER
LOCATION AVAILABLE: WITHIN KLANG VALLEY
PRIMARY OBJECTIVE
• To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets • To promote and professionally sell a range of retail products to existing and potential customers • Acquire and grow branch customers base, ENR, deposits (CASA/FD) and fee income • Participate in branch/region/bank sales activities and campaigns to achieve deliverables • Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals
KEY RESPONSIBILITIES
Sales Planning & Activities
• Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads • Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention • Plan and identify cross selling/up selling to increase customers’ PHR and revenue • Set appointments, sales visitations, prospecting and engagement with customers • Account opening for CASA • Sales Management
• Maintain regular contact with existing customers to foster closer relationship and for referrals • Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns • Compliance to Bank’s policy, procedures and observe sales code of ethics
REQUIREMENTS
• 2 years sales experience preferably in FIs • Pleasant personality with excellent verbal and written communication skills • Have relevant licenses required for the portfolio • Sales and results oriented • Good interpersonal and relationship building skill