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Personal Financial Consultant @ RHB

MYOnsiteFull-time
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About this role

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

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

Skills

depositsfinancingCustomer Acquisitioncross sellingup-sellTakaful licenseCommunicationRelationship Building

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