Team Leader, Personal Banker Wealth @ Ipoh Garden Branch
Team Leader, Personal Banker Wealth @ Ipoh Garden Branch
RHB Banking Group
Perak
Malaysia
3-5 years
Not Specified
Job Description
Description
Primary Objective:
• 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 onboarding 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 campaigns
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 customersto 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:
Bachelor Degree - Finance / Marketing / Economics / Financial Planning /Business Mgmt /Banking.
- Unit Trust and Life & General Insurance Licensed
• Minimum 3-5 years sales experience preferably in wealth and banca products with FIs
• Pleasant personality with excellent verbal and written communication skills
• Possess relevant licenses required for the portfolio
• Sales and results oriented
• Good interpersonal and relationship building skill
Benefits
Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards
Job Details
Industry:
Other
Function:
Roles:
About RHB Banking Group
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