Job Description

Description

Primary Objective:

Acquire new to Premier (NTP) customer to achieve sales/revenue/AUM targets assigned by the Bank and contribute towards the overall Premier Banking targets
\xef\x82\xb7 To promote and professionally sell a range of wealth, investment and banca products to existing and potential customers
\xef\x82\xb7 Prepare and provide sound advisory on wealth and financial planning
\xef\x82\xb7 Maintain regular contacts and enhance banking relationship with customers for higher share of customers\xe2\x80\x99 wallet
\xef\x82\xb7 Participate in branch/region/Bank sales activities and campaigns to achieve deliverables
\xef\x82\xb7 Guide and mentor new and existing Relationship Managers
Key Responsibilities:

Sales Planning & Activities

• Prepare and pro-actively execute sales plans for prospective customers from Bank\xe2\x80\x99s 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\xe2\x80\x99 investment portfolio and increase AUM
• Plan and identify cross selling/up selling to increase customers\xe2\x80\x99 PHR and revenue
• Set appointments, sales visitations, prospecting and engagement with customers

Sales Management

• 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\xe2\x80\x99s policy, procedures and observe sales code of ethics

Peer Support

• As a mentor to provide guidance to other Relationship Managers

Requirements

Requirements:
Bachelor Degree - Any related field(s).

Relevant experience & exposure to Wealth Management and financial products

PC / Microsoft Office literate with excellent presentation, interpersonal and communication skill
Possess pleasant personality and versatile
Able to interac t with customers from all walks of life
Confident and sociable in character

Benefits

Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards

RHB Bank