Job Description

Working Hour Regular Hours
Monday - Friday



Business Area Community Banking



Location Malaysia - Selangor










Description

Primary Objective:

• To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets
• To promote and professionally sell a range of wealth and banca products to existing and potential customers
• To maintain regular contacts with customers to develop relationship and deepen share of customers\xe2\x80\x99 wallet
• To drive NTB/NTW wealth customer acquisition and customer experience to broaden the wealth customer base
• Participate in branch/region/Bank sales activities and campaigns to achieve deliverables
• Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals
• To manage and service premier portfolio /G0

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 branch/region on sales activities/campaigns for customer acquisition and retention
• 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 Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
• Compliance to Bank\xe2\x80\x99s policy, procedures and observe sales code of ethics

Staff Management

• Coaching other Personal Wealth Bankers for peak performance
• As a mentor to provide guidance and consultation to other Personal Wealth Bankers

Note : Senior Wealth Banker is with Premier Portfolio/G0 and ranking as S4



Requirements
Bachelor Degree - .

• Professional Banking Certification

• 
  Minimum 3 - 4 years sales experience preferably in wealth and banca products with FIs
• Pleasant personality with excellent verbal and written communication skills and have experience in guiding juniors
• Have relevant licenses required for the portfolio
• Sales and results oriented
• Good interpersonal and relationship building skill
• Possess with CUTE & Banca License
• To enroll for IPPC exam

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