Personal Banker Wealth Johor

Johor, Malaysia

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Description

Sales Planning & Activities

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 branch/region on sales activities/campaigns for customer acquisition and retention
Plan and identify cross selling/up selling to increase customers' PHR and revenue
Set appointments, sales visitations, prospecting and engagement with customers
Account opening for CASA for wealth customers

Sales Management

Maintain regular contact with existing customers to foster closer relationship and for referrals
Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
Compliance to Bank's policy, procedures and observe sales code of ethics

Requirements

Preferred level of Experience (by years/function/industry) :

Minimum 2 years sales experience preferably in wealth and banca products with FIs
Pleasant personality with excellent verbal and written communication skills
Have relevant licenses required for the portfolio
Sales and results oriented
Good interpersonal and relationship building skill

Benefits

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