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
- To promote and professionally sell a range of wealth, investment and banca
products to existing and potential customers
- Prepare and provide sound advisory on wealth and financial planning
- Maintain regular contacts and enhance banking relationship with customers for
higher share of customers\xe2\x80\x99 wallet
- Participate in branch/region/Bank sales activities and campaigns to achieve
deliverables 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 Job Types: Full-time, Contract
Contract length: 12 months Salary: RM8,000.00 - RM10,000.00 per month Ability to commute/relocate:

• Seri Kembangan: Reliably commute or planning to relocate before starting work (Required)

Education:

• Diploma/Advanced Diploma (Preferred)

Experience:

• Sales: 3 years (Preferred)

License/Certification:

• Certified Financial Planner certification (CFP) (Preferred)