Personal Financing Consultant

2 days ago

Jalan Stesen Klang Branch, Malaysia RHB Bank Full time 60,000 - 120,000 per year

Primary Objective

  • To achieve sales/ revenue target assigned by the bank and contribute towards growing the bank's portfolio/ profitability and achievement of the overall branch targets
  • To promote and professionally sell a range of retail products to existing and potential customers i.e. Wealth products (UT, ASNB, VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/ Financing products (PF/PFi, ASB & Credit Cards) etc.
  • Participate in branch/ region/ bank (bank wide) sales & promotional activities and campaign to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments
  • Prepare and pro-actively execute sales plan, perform account opening, cross selling, upselling and engagement with customers for retention and referrals
  • To maintain regular contacts with customers to develop relationship and deepen share of customers' wallet
  • To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base

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