Team Lead, Personal Banker Wealth (Klang Valley South Region)

Team Lead, Personal Banker Wealth (Klang Valley South Region)

RHB Banking Group
Selangor Malaysia
3-5 years
Not Specified

Job Description


Description
KEY RESPONSIBILITIES:
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

Staff Management
  • Provide guidance and motivate PBW on prospecting to sales techniques and to coach them for peak performance
  • Periodic briefing and update on promotions, campaigns and products to PBW
  • Tracking of Daily Activities Report
  • Ensure no zero branches performance by product

Requirements
REQUIREMENTS:
  • Minimum 3-5 years sales experience preferably in wealth and banca products
  • Pleasant personality with excellent verbal and written communication skills
  • Possess relevant licenses required for the portfolio(PCE, CEILI, FIMM, PRS)is a must
  • Sales and results oriented
  • Good interpersonal and relationship building skill
  • Preferably Managers specializing in Banking/Financial Services or equivalen

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

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