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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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
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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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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.
...