Sales Consultant, PF - RHB Bank Berhad
The Sales Consultant, PF (Personal Finance) at RHB Bank Berhad is responsible for acquiring new customers and managing existing client relationships within the personal finance segment. This role involves promoting and selling a comprehensive range of retail banking products and services, ensuring customer satisfaction, and achieving sales targets.
Job Responsibilities
* Proactively identify and acquire new customers for personal finance products such as loans, credit cards, deposits, and investment solutions.
* Conduct financial needs analysis for clients, providing tailored advice and recommending suitable RHB products and services.
* Build and maintain strong, long-term relationships with existing customers, identifying opportunities for cross-selling and up-selling.
* Achieve and exceed assigned individual and team sales targets and key performance indicators (KPIs).
* Prepare and process loan applications, account opening forms, and other related documentation accurately and efficiently.
* Ensure full compliance with all internal policies, procedures, and regulatory requirements related to personal finance products.
* Stay updated on market trends, competitor activities, and product knowledge to effectively position RHB's offerings.
* Participate in sales campaigns, roadshows, and other promotional activities to generate leads and increase brand awareness.
* Address customer inquiries, resolve issues, and provide excellent customer service at all touchpoints.
* Collaborate with other departments and branches to ensure seamless customer experience and service delivery.
Job Qualifications
* Minimum of a Diploma or Bachelor's Degree in Business Administration, Finance, Marketing, or a related field.
* Proven track record of success in sales, preferably within the banking or financial services industry.
* Strong understanding of personal finance products including loans, credit cards, deposits, and insurance.
* Excellent communication, interpersonal, and negotiation skills.
* Goal-oriented with a strong drive to achieve sales targets.
* Ability to work independently and as part of a team in a fast-paced environment.
* Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
* Fluency in English and Bahasa Malaysia (both written and spoken) is essential. Proficiency in other languages will be an added advantage.
* Valid driving license and own transportation preferred.
We are a multinational regional financial services provider that is committed to deliver complete solutions to our clients through differentiated segment offerings and an ecosystem that supports simple, fast and seamless customer experience, underpinned by cohesive and inspired workforce and relationship built with stakeholders
Headquartered and listed in Malaysia, RHB Banking Group is the longest established local bank, formed though the mergers of several banks, the oldest of which was founded in 1913. RHB Banking Group and its subsidiaries provide a full range of services ranging from retail banking, business banking, corporate and investment banking, Islamic banking, transaction banking to treasury, insurance, asset management, private equity and stockbroking services.
TOGETHER WE PROGRESS
Our strong heritage is the foundation of our commitment to continue serving the community. For over a 100 years, we have been helping people and businesses grow and succeed, and will continue to do so.
Our experience gives us an in-depth understanding of the needs of our customers and partners, inspiring us to constantly innovate and improve to serve them better. With their unending support, we have established ourselves with a strong footprint throughout Malaysia and we are now present in 9 other countries across the ASEAN region.
We hope our legacy and pursuit for excellence continues as we tirelessly cultivate and nurture the next generation through our actions and words, preparing a brighter future ahead.
We thank those who believe in us and welcome everyone to join us on our exciting journey of progress. The time has come for us to move forward in unison, to realise our greater potential together. Our new brand promise "Together We Progress” honours our past, celebrates the present and welcomes the future.
We invite you to join us as we work towards a better and brighter future for all.
