Personal Banker (Jerantut Branch & Kuala Terengganu Branch)
RHB Bank
Sales Planning & Activities
• Prepare and pro-actively execute sales plans for prospective customers from Bank’s 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’ PHR and revenue.
• Set appointments, sales visitations, prospecting and engagement with customers.
• Account opening for CASA.
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’s policy, procedures and observe sales code of ethics.
Key Responsibilities
• Achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets.
• Promote and professionally sell a range of retail products to existing and potential customers.
• Acquire and grow branch customers base, ENR, deposits (CASA/FD) and fee income.
• 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.
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