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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Proactively identify and acquire new clients, expanding RHB Bank's customer base.
Conduct comprehensive financial needs analysis for individual clients, including reviewing their current financial situation, risk tolerance, and future aspirations.
Develop and present customized financial plans and solutions, including but not limited to investment products, insurance, loans, and other banking services, aligning with clients' objectives and RHB Bank's product offerings.
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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.
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