Personal Financial Consultant

1 day ago


Kuantan, Pahang, Malaysia RHB Banking Group Full time
  • Job Description

    About the Role

    • To promote and professionally sell a range of retail products to existing and potential customers ie. 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.

    • To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets.

    Responsibilities

    • Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns 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, up selling and engagement with customers for retention and referrals.

    • To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base.

    Qualifications

    • Degree or Diploma holder.

    Required Skills

    • Have at least 2 years experience preferably with Wealth and Banca products in any FIs.

    • Pleasant personality with excellent verbal and written communication skills.

    • Good interpersonal and relationship building skill.

    • Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio.

    • Sales and result oriente

Attachments
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