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Customer Acquisition Consultant

2 weeks ago

Penang, Malaysia RHB Banking Group Full time

We are looking for a highly skilled and results-driven individual to join our team as a Personal Banker. In this role, you will be responsible for developing and executing sales plans to promote our Bancassurance Partnership with Tokio Marine Life Insurance Malaysia Bhd.

Job Requirements

The successful candidate will have a strong background in sales and marketing, with experience in promoting and selling financial products. You will be responsible for:

Sales Planning & Activities
  • Developing and executing sales plans to achieve sales targets and contribute to the overall branch targets.
  • Identifying and capitalizing on cross-selling/up-selling opportunities to increase customers' PHR and revenue.

As a Personal Banker, you will be expected to:

Sales Management
  1. Maintaining accurate records of customer interactions and sales activities.
  2. Conducting regular sales visits to meet with customers and discuss their financial needs.
  3. Participating in branch/region/Bank sales activities and campaigns to achieve deliverables.