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.
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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 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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Drive the origination, assessment and execution of sustainable and transition finance opportunities
Undertake and provide guidance on ESG eligibility assessments and sustainable finance classifications in accordance with RHB's Sustainable & Transition Finance Framework
Work closely with business units, relationship managers and credit teams to identify, structure and develop sustainable and transition finance opportunities
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Convert divisional priorities into department-level goals and track performance against strategic KPIs.
Ensure RHB Insurance complies with all applicable laws, regulations, and guidelines (e.g., BNM, FSA 2013) and monitor regulatory changes and assess their impact on the business.
Act as the AML Compliance Officer (AMLCO) and overseeing AML/CFT programs and monitor regulatory expectations related to terrorism financing and targeted financial sanctions (TFS) and ensure compliance with internal and regulatory AML requirements.
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