Market investment products as well as cross-sell of HLBB's consumer product to the new and existing PB customer. This will include mortgages and credit cards.
Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team
Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
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Advise clients on various RHB Bank Berhad products and services, ensuring suitability and alignment with their financial objectives.
Monitor and review clients' financial portfolios regularly, providing updates and making adjustments as needed based on market conditions and client life changes.
Generate new client leads and expand the client base through referrals, networking, and proactive engagement.
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Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals.
To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base.
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
Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
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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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Advise clients on various investment options, including unit trusts, fixed deposits, bonds, and other wealth management products, ensuring alignment with their financial objectives.
Cross-sell and up-sell suitable banking products and services to existing clients based on identified needs.
Provide leadership and management to the branch sales and operations teams to deliver the annual sales growth and targets as defined by Regional Director
Responsible for all loans/financing, wealth, bancassurance, deposit products and capital market products, particularly investment products across retail and non-retail
Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals
To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
Consolidate sales performance reports for Centre Manager
Assist in events and campaigns (coordinating, merchandise)
Attend to walk-in or call-in clients (e.g inquiries on transactional banking, membership services, product offered, account balances, currency rates) and if necessary direct to RMs
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