Team Lead Personal Banker

8 months ago

Kuala Lumpur, Malaysia RHB Bank Berhad Full time

**POSITION: TEAM LEAD PERSONAL BANKER (KLANG VALLEY)**

**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 life-insurance 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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