RHB PERSONAL BANKER-WEALTH
JOB SCOPE:
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To Achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets
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To promote and professionally sell a range of wealth and Banca products to existing and potential
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To maintain regular contacts with customers to develop relationship for higher share of customers wallet.
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Participate in branch/region/Bank sales activities and campaigns to achieve deliverables.
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Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals.
Sales Planning & Activities -
Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads.
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Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customers acquisition and retention.
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Plan and identity cross selling/up selling to increase customer’s PHR and revenue.
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Set appointments, sales visitations, prospecting and engagement with customers.
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Account opening for CASA for wealth customers.
Sales management -
Maintain regular contact with existing customers to foster closer relationship and for referrals.
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Work closely with Branch Manager and Reginal Sales Heads on sales activities, promotion and campaigns.
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Compliance to Bank policy, procedures and observe sales code of ethics.
REQUIREMENTS: -
Candidate must possess at least Bachelor’s Degree, Post Graduate Diploma, Professional Degree, Master Degree, any field.
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At least 1 year(s) of working experience in the related field is required for this position.
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Preferably Senior Executives specializing in Sales-Financial Services (Insurance, Unit Trust, etc.) or equivalent.
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Possess relevant licenses required for the portfolio (FIMM license is a MUST).
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Good interpersonal and relationship building skills.
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Sales and result oriented.