Personal Banker Wealth Selangor
Working Hour
Regular Hours
Monday - Friday
Business Area
Community Banking
Location
Malaysia - Selangor
Working Hour
Regular Hours
Monday - Friday
Location
Malaysia - Selangor
Business Area
Community Banking
Description

Sales Planning & Activities

• 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

Sales Management

• 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 ethics

Requirements
  • Candidate must possess at least Bachelor’s Degree, Post Graduate Diploma, Professional Degree, Master Degree, any field.
  • At least 2 year(s) of working experience in the related field is required for this position.
  • Preferably Senior Executives specializing in Sales-Financial Services (Insurance, Unit Trust, etc.) or equivalent.
  • Possess relevant licenses required for the portfolio (PCE, CEILLI & CUTE (FIMM) license is a MUST)
  • Good interpersonal and relationship building skills.
  • Sales and result oriented.
Benefits

  • Attractive Remuneration Package

  • Medical Coverage Benefits

  • Licensing
Apply Now
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