To achieve monthly SOP of RM245K for PF & RM650K for PF-i as per allocated headcount
Working with team members to ensure sales target are achieved.
Conduct sales meeting with team members to review individual / team performance, sales activities & KPIs and to discuss other matters related to sales.
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Advise clients on various financial products such as savings accounts, fixed deposits, unit trusts, insurance policies, loans, and wealth management solutions.
Build and maintain strong, long-term relationships with clients, providing ongoing financial guidance and excellent customer service.
Monitor and review client portfolios regularly, making adjustments as necessary to adapt to changing market conditions and client circumstances.
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Advise clients on a range of RHB Bank's products and services, including deposits, loans, unit trusts, insurance products, and other investment instruments.
Achieve individual and team sales targets and key performance indicators (KPIs) for product penetration and client acquisition.
Regularly review and update client portfolios to ensure alignment with their evolving financial situation and market conditions.
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