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.
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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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
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
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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To service and strengthen our business relationship with developers, lawyers, Valuers & real estate agents.
Ensure compliance with internal Policies, external Authorities Regulators / Legal / ML- KYC, Credit Policies and Service Standards.
Exercise due care and diligence on matters related Money Laundering and KYC in the day to day operations, which include account opening, reporting suspicions and provide support to superior and subordinates.
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Prepare and learn to get your required licenses and professional qualifications, fully supported by the company, to enable you to operate legally and competently in a frontline sales capacity.
A Learner's Mindset: A strong aptitude and eagerness for continuous learning, adapting quickly to new information and industry changes.
Objective Decision-Making: The ability to be comfortable to absorb information and make objective decisions that are data-driven and strategically sound.
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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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