Personal Banker Wealth - Perak, Malaysia - RHB Banking Group

RHB Banking Group

Verified Company

Perak, Malaysia

1 week ago

Posted by:

Siti Tan

beBee Recruiter

Working Hour

Monday

Community Banking

Malaysia

Primary Objective:

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 and deepen share of customers' wallet
To drive NTB/NTW wealth customer acquisition and customer experience to broaden the wealth customer base
Participate in branch/region/Bank sales activities and campaigns to achieve deliverables
Prepare and proactively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals
To manage and service premier portfolio /G0

Key Responsibilities:

Sales Planning & Activities

Prepare and proactively execute sales plans for prospective customers from Bank's leads (LMS) and selfgenerated leads
Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention
Plan and identify cross selling/up selling to increase customers' PHR and revenue
Set appointments, sales visitations, prospecting and engagement with customers

Sales Management

Maintain regular contact with existing customers to foster closer relationship and for referrals
Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
Compliance to Bank's policy, procedures and observe sales code of ethics

Staff Management

Coaching other Personal Wealth Bankers for peak performance
As a mentor to provide guidance and consultation to other Personal Wealth Bankers

Note :
Senior Wealth Banker is with Premier Portfolio/G0 and ranking as S- Requirements

Requirements:

Bachelor Degree -.

Professional Banking Certification
Minimum 4 years sales experience preferably in wealth and banca products with FIs
Pleasant personality with excellent verbal and written communication skills and have experience in guiding juniors
Have relevant licenses required for the portfolio
Sales and results oriented
Good interpersonal and relationship building skill
Possess with CUTE & Banca License
To enroll for IPPC exam
Benefits

Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays