- 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 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
- Account opening for CASA for wealth customers
- Maintain regular contact with existing customers to foster closer relationships 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
- At least 1-year experience in wealth investment products ie Unit Trust, Bancassurance & ASNB products
- Possess relevant licenses (PCEIA, CEILI, FIMM, PRS & TBE)
- Those candidates who possess a driver's license or own transportation will be considered as an added advantage
- Fresh Graduate with up to 2 years experience
- Degree holder with a minimum CGPA of 2.8
- Strong interpersonal and communication skills
- Creative and possess the initiative, drive, and ability to work independently and in a team
- Pleasant personality
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TWY Search International Sdn Bhd Kuala Terengganu, Malaysia**Job Location**: · We are hiring for Nationwide from Peninsular & West Malaysia. · Please specific which state/ area are you prefer. · - Perlis · - Kedah · - Perak · - Kuala Lumpur · - Selangor · - Pahang · - Seremban · - Melaka · - Johor · - Sabah · - Sarawak · **Job Benefits** ...
Personal Banker - Terengganu, Malaysia - RHB Bank Berhad
Description
Position: Personal Banker Wealth / Wealth Management Associate (WMA) - Kerteh, Terengganu (WMA: Fresh graduates encouraged to apply)Job description:
1. Sales Planning & Activities