- 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 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 ethic
- Fresh graduates are encouraged to apply orÂ
- 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
Personal Banker - Johor, Melaka, Malaysia - RHB Bank Berhad
Description
Walk-In-Interview: Personal Banker Banca & Wealth - Melaka & Batu Pahat, Johor on 15 December 2023Position: Personal Banker Bancassurance & Personal Banker WealthÂDate: 15/12/2023 (Friday)
Time: 9.30 am to 12 pm & 2.30 pm to 5.00 pm
Venue for Melaka : RHB Bank Bhd, 2nd Floor, 19, 21, 23, Jalan Merdeka, Taman Melaka Raya, 75000 Melaka
Venue for Johor : RHB Bank Bhd, 89, Jalan Rahmat, 83000 Batu Pahat, Johor
Job description:Â
1. Sales Planning & Activities