Proactively identify and engage with potential and existing clients to understand their financial needs, goals, and risk profiles.
Conduct thorough financial needs analysis, including savings, investments, protection, and retirement planning.
Develop and present tailored financial plans and solutions, encompassing a wide range of RHB Bank's products such as deposits, loans, credit cards, insurance, unit trusts, and other investment instruments.
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Proactively identify and attract new mortgage customers through various channels, including referrals, networking, and direct outreach.
Conduct comprehensive financial needs analysis for potential mortgage applicants to recommend suitable loan products and solutions.
Guide customers through the entire mortgage application process, including gathering required documentation, explaining terms and conditions, and addressing inquiries.
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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.
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