Proactively identify and engage with potential and existing clients to understand their financial needs and objectives.
Conduct comprehensive financial needs analysis, including assessing risk tolerance, investment horizons, and financial aspirations.
Develop and present personalized financial plans and recommendations covering areas such as savings, investments, insurance, retirement planning, and wealth management....
To 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.
To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets.
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 segments....
Responsible for the Mortgage Team’s Mortgage sales performance/target.
Lead and coach a team of PBM (around 6-13 headcount) for sales activities and campaigns.
To support the region’s BDM Secured Assets and RSH Assets by conducting product briefing, ongoing training,coaching, guidance, echance sales productivity and engagement with PBM....
the Bank’s implementations of Basel II IRB and IFRS 9 models for Credit Risk, IMA for Market Risk as well as AMA for Operational Risk are in accordance to the regulatory standards;
objectives, assumptions, risk factors and performance of the models remain consistent with their intent, construction and design; and
models and risk estimates remain predictive, stable and risk sensitive....
Proactively monitor credit quality through early recognition of signs of deterioration inclusive Restructure & Reschedule & identified early high risk customers.
To call/ engage on the repayment of SMEs loan on timely manner
To call/ engage with potential R&R /High risk customers or renewal customers in order to obtain documents & appointment for site visit with SMEs requiring R&R or renewal...
To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
To 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 segments...
To promote various type of life-insurance products by Tokio Marine Life Insurance Malaysia Bhd under the exclusive Bancassurance Partnership between RHB Bank and Tokio Marine
To professionally sell a wide range of banca products to existing and prospective customers
To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets...