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RHB Banking Group Hiring! Full Time Snr Rship Mgr, Premier Bkg in Federal Territory - Ricebowl

Snr Rship Mgr, Premier Bkg

RHB Banking Group

Undisclosed

Full Time

KL City, Federal Territory

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Working Location

  • Kuala Lumpur Federal Territory Malaysia

Job Description

Responsibilities

Sales Planning & Activities

  • Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
  • Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
  • Provide investment and wealth advisory services to customers, including portfolio management support.
  • Conduct periodic reviews of customers’ investment portfolios to grow Assets Under Management (AUM).
  • Identify and plan cross-selling and up-selling opportunities to increase customers’ PHR and overall revenue.
  • Arrange appointments, conduct sales visitations, prospecting, and maintain ongoing customer engagement.

Sales Management

  • Maintain regular contact with existing customers to strengthen relationships and generate referrals.
  • Work closely with the Centre Manager, Branch Manager, and Regional Sales Heads on sales activities, promotions, and campaigns.
  • Prepare sales performance reports and competitor analysis for management review.
  • Ensure full compliance with the Bank’s policies, procedures, and sales code of ethics.

Job Requirements

  • Hold a Bachelor’s degree in any field of study.
  • Have relevant licenses such as FIMM, PCE, CEILI, or IPPC.
  • Minimum 2 years of sales experience, preferably in wealth and bancassurance products within financial institutions.
  • Pleasant personality with excellent verbal and written communication skills.
  • Possession of relevant licenses required for the portfolio.
  • Sales- and results-oriented with a strong performance mindset.
  • Strong interpersonal and relationship-building skills.

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