Personal Banker Generalist

2 days ago

Wisma Mahmud Kuching Branch, Malaysia RHB Bank Full time 60,000 - 120,000 per year

POSITION: PERSONAL BANKER

LOCATION AVAILABLE: WITHIN SARAWAK

PRIMARY OBJECTIVE

  • To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets
  • To promote and professionally sell a range of retail products to existing and potential customers
  • Acquire and grow branch customers base, ENR, deposits (CASA/FD) and fee income
  • Participate in branch/region/bank sales activities and campaigns to achieve deliverables
  • Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals

KEY RESPONSIBILITIES

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

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

REQUIREMENTS

  • 2 years sales experience preferably in FIs
  • Pleasant personality with excellent verbal and written communication skills
  • Have relevant licenses required for the portfolio
  • Sales and results oriented
  • Good interpersonal and relationship building skill

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