Develop and manage a portfolio of individual clients, fostering long-term relationships through proactive engagement and excellent service.
Conduct in-depth financial needs analysis for clients, identifying their current financial situation, risk tolerance, and short-term and long-term objectives.
Propose and present suitable financial products and services from RHB Bank's comprehensive offerings, including savings, investments, insurance, loans, and wealth management solutions.
...
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.
...
Proactively identify and acquire new individual clients, expanding the bank's customer base.
Conduct thorough financial needs analysis for clients, understanding their current financial situation, goals, and risk tolerance.
Develop and present tailored financial plans and solutions, encompassing savings, investments, insurance, loans, and other relevant banking products.
...
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
...
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 PBC/branch/region on sales activities/campaigns for customer acquisition and retention
Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
...
Develop and manage a portfolio of individual clients, fostering long-term relationships through proactive engagement and excellent service.
Conduct in-depth financial needs analysis for clients, identifying their current financial situation, risk tolerance, and short-term and long-term objectives.
Propose and present suitable financial products and services from RHB Bank's comprehensive offerings, including savings, investments, insurance, loans, and wealth management solutions.
...
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.
...
Proactively identify and acquire new individual clients, expanding the bank's customer base.
Conduct thorough financial needs analysis for clients, understanding their current financial situation, goals, and risk tolerance.
Develop and present tailored financial plans and solutions, encompassing savings, investments, insurance, loans, and other relevant banking products.
...
Manage a retail branch that caters to all retail and commercial market segments offering a wide range of products and services in a high growth area
To engage, manage and address business requirements and financial needs of the local business communities such as SME, Corporate/Commercial, Trade associates, Government agencies, local council & committee, local social centres, schools/ learning centres and etc.
Grow customer base and elevating the local community’s perception on RHB Bank’s brand and reputation
...
Proactively identify and acquire new individual clients, expanding the bank's customer base.
Conduct thorough financial needs analysis for clients, understanding their current financial situation, goals, and risk tolerance.
Develop and present tailored financial plans and solutions, encompassing savings, investments, insurance, loans, and other relevant banking products.
...
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.
...
Track and monitor agents’ sales performance for KPI management and communicate performance updates to agents
Manage agents by providing product knowledge support, overseeing form filling and submission, trust structuring, and promotion of RHBT products and services
Conduct joint fieldwork with agents to assist in deal closures, including consultations with potential clients, especially for high-profile cases or when agents are new to RHBT offerings
...