Personal Banker Wealth

2 months ago


Kuala Lumpur, Malaysia RHB Bank Berhad Full time

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 for wealth customers

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


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