Personal Banker Wealth - Boulevard Centre, Miri | RHB Banking Group


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RHB PERSONAL BANKER-WEALTH

JOB SCOPE:

  • 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 wealth and Banca products to existing and potential

  • To maintain regular contacts with customers to develop relationship for higher share of customers wallet.

  • 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.
    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 customers acquisition and retention.

  • Plan and identity cross selling/up selling to increase customer’s PHR and revenue.

  • Set appointments, sales visitations, prospecting and engagement with customers.

  • Account opening for CASA for wealth customers.
    Sales management

  • Maintain regular contact with existing customers to foster closer relationship and for referrals.

  • Work closely with Branch Manager and Reginal Sales Heads on sales activities, promotion and campaigns.

  • 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.

  • At least 1 year(s) of working experience in the related field is required for this position.

  • Preferably Senior Executives specializing in Sales-Financial Services (Insurance, Unit Trust, etc.) or equivalent.

  • Possess relevant licenses required for the portfolio (FIMM license is a MUST).

  • Good interpersonal and relationship building skills.

  • Sales and result oriented.

Source: https://www.jobstreet.com.my/en/job/personal-banker-wealth-boulevard-centre-miri-3862969?fr=21&searchRequestToken=7d783bd1-8a84-418f-be8f-15ed43bbe693&sectionRank=5