Personal Banker Wealth - Sarawak Region (Siburan, Miri, Batu Kawah) | RHB Banking Group

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RHB PERSONAL BANKER-WEALTH @ SARAWAK REGION

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 customers.
  • 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 2 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 an added advantage).
  • Good interpersonal and relationship building skills.
  • Sales and result oriented.
  • Mandarin speaking candidates will be an added advantage,

Source: https://www.jobstreet.com.my/en/job/personal-banker-wealth-sarawak-region-siburan-miri-batu-kawah-3889695?fr=21&searchRequestToken=4de9abfb-3864-48b7-e147-0c13b4b56862&sectionRank=19

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