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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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
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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
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Manage and support daily operational activities relating to UTFA and REITs, ensuring accuracy and timely execution of transactions and reporting requirements
Coordinate with internal and external stakeholders, including fund managers, trustees, regulators, and vendors, to facilitate smooth operational processes
Ensure compliance with all relevant regulatory requirements, internal policies, operational procedures, and service level agreements
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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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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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