Personal Financial Consultant

rhb bank berhad

📍 selangor malaysia🕐 29d ago🔗 workday

Job Description

* 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  * 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.  * 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  **Job Requirements:**  * Degree or Diploma holder  * 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 oriented
Personal Financial Consultant at rhb bank berhad | MergeJobs