Team Lead Personal Banker

1 week ago


Kuching, Sarawak, Malaysia RHB Bank Berhad Full time



POSITION:
TEAM LEAD PERSONAL BANKER




LOCATION:
SARAWAK


JOB DESCRIPTION

  • To effectively and efficiently manage the PBW resources to achieve their revenue target and SOP
  • To work closely with the Branch Manager to ensure that the Branch is able to achieve their respective revenue target
  • To motivate the PBWs to continuously building high performance culture by increasing sales productivity
  • To handle buddy branches allocation to ensure resources optimization
  • To build and develop PBW staff competencies and sales and service qualities
  • To be in charge of recruitment and maintain low staff attrition
  • To provide coaching and motivation to PBWs to optimize financial contribution to PBWs
  • To ensure sales quality is in place
  • To be in charge of PBWs on boarding matters
  • To lead cross collaboration with different business units namely SME Banking, Auto, Cards, etc to further penetration the wealth business
  • To do joint sales call with PBWs to ensure each PBWs are able to meet their productivity
  • To ensure PBW act on the leads & hit their monthly & yearly sales target
  • Conduct briefing and engagement to PBW and participate in branch/region/Bank sales activities and campaign

SALES PLANNING & ACTIVITIES

  • Promote, introduce and market a range of Unit Trust / ASN / PRS & Tokio Marine's lifeinsurance products & RHB General Insurance products to Bank's customer
  • Plan and strategize sales activities and participate in roadshows/ campaigns organized by Bank/Region

SALES MANAGEMENT

  • Maintain regular contact with existing customers to foster closer relationship and for referrals
  • Develop clientele networking list and records of existing Bank's customer and NTB customers for acquisition and increase customer PHR
  • Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
  • Comply with CPD hours
  • Compliance to Bank's policy, procedures and observe sales code of ethics

REQUIREMENT

  • Equipped with wealth licenses
  • FIMM, PCEII/CEILLI/ (preferably)
  • Well verse of wealth products
  • Pleasant personality with excellent verbal and written communication skills
  • Sales and results oriented
  • Good interpersonal and relationship building skill

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