Team Lead Personal Banker

Sarawak, Malaysia

Job Description


POSITION: TEAM LEAD PERSONAL BANKER LOCATION: SARAWAK JOB DESCRIPTION To effectively and efficiently manage the PBW resources to achieve their revenue target and SOP To work closely with the Branch Manager to ensure that the Branch is able to achieve their respective revenue target To motivate the PBWs to continuously building high performance culture by increasing sales productivity To handle buddy branches allocation to ensure resources optimization To build and develop PBW staff competencies and sales and service qualities To be in charge of recruitment and maintain low staff attrition To provide coaching and motivation to PBWs to optimize financial contribution to PBWs To ensure sales quality is in place To be in charge of PBWs on boarding matters To lead cross collaboration with different business units namely SME Banking, Auto, Cards, etc to further penetration the wealth business To do joint sales call with PBWs to ensure each PBWs are able to meet their productivity To ensure PBW act on the leads & hit their monthly & yearly sales target Conduct briefing and engagement to PBW and participate in branch/region/Bank sales activities and campaign SALES PLANNING & ACTIVITIES Promote, introduce and market a range of Unit Trust / ASN / PRS & Tokio Marine\'s life-insurance products & RHB General Insurance products to Bank\'s customer Plan and strategize sales activities and participate in roadshows/ campaigns organized by Bank/Region SALES MANAGEMENT Maintain regular contact with existing customers to foster closer relationship and for referrals Develop clientele networking list and records of existing Bank\'s customer and NTB customers for acquisition and increase customer PHR Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns Comply with CPD hours Compliance to Bank\'s policy, procedures and observe sales code of ethics REQUIREMENT Equipped with wealth licenses - FIMM, PCEII/CEILLI/ (preferably) Well verse of wealth products Pleasant personality with excellent verbal and written communication skills Sales and results oriented Good interpersonal and relationship building skill

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Job Detail

  • Job Id
    JD1002026
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Sarawak, Malaysia
  • Education
    Not mentioned