Premier Relationship Manager (Perak)
RHB Bank
Nơi làm việc
Perak
Hình thức tuyển dụng
Toàn thời gian
Chi tiết công việc
• 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.
• Periodic review of customers’ investment portfolio and increase AUM.
• Plan and identify cross selling/up selling to increase customers’ PHR and revenue.
• Set appointments, sales visitations, prospecting and engagement with customers.
• Maintain regular contact with existing customers to foster closer relationship and for referrals.
• Work closely with Centre Manager, Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns.
• Prepare and monitor sales performance and competitors analysis to Management.
• Compliance to Bank’s policy procedures and observe sales code of ethics.
REQUIREMENTS:
• Degree holder.
• Certified Financial Planner certification (CFP) with FIMM, PCE, CEILI and IPPC license.
• Minimum 2 years of sale experience preferably in wealth and banca products with FIs.
• Pleasant personality with excellent verbal and written communication skills.
• Possess relevant licenses required for the portfolio.
• Sales and results oriented.
• Good interpersonal and relationship building skill.
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