TL, Personal Banker Wealth

TL, Personal Banker Wealth

RHB Banking Group
Perak Malaysia
3-5 years
Not Specified

Job 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

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
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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