Personal Financial Consultant - KL, Kajang, PJ & Bangsar
Posted: 15 hours ago
Job Description
Job DescriptionTo achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targetsTo promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segmentsPrepare 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 baseRequirements:1. Degree or Diploma holder2. Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs3. Pleasant personality with excellent verbal and written communication skills4. Good interpersonal and relationship building skill5. Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio6. Sales and result oriented
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