Retail Banking Advisor

2 days ago


Johor Bahru, Johor, Malaysia Maybank Full time

About the Role:

We are seeking a highly motivated and results-driven Retail Banking Advisor to join our team at Maybank. In this role, you will be responsible for providing expert financial guidance to clients, promoting wealth solutions, and building strong relationships with our clients.

Main Responsibilities:

  1. Deliver exceptional customer service, providing personalized financial consultation and advice to clients according to their financial goals and needs.
  2. Promote wealth solutions focusing on insurance, investment, and deposit products and services, building strong relationships with clients and delivering exceptional customer service.
  3. Increase client product holding through cross-selling on other financial solutions such as financing and credit cards, leveraging your knowledge of banking, investment, deposits, and insurance products.
  4. Exceed sales targets and performance metrics by consistently delivering exceptional customer service and meeting or exceeding sales targets.
  5. Stay up-to-date with industry trends and product knowledge through ongoing training and professional development, ensuring compliance with regulatory and Bank standards and practices.
  6. Collaborate with internal stakeholders to drive sales growth and improve customer engagement, identifying opportunities to enhance the customer experience.
  7. Develop and execute sales strategies to acquire new clients and grow existing relationships, leveraging data mining techniques to identify potential customers and generate new business opportunities.


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