Sales Consultant, Retail & Mortgage

PRIMARY OBJECTIVE

• Procure new business through customer acquisition and manage relationships with existing customers
• Provide sound financial advice and dispensing customized solutions in alignment with the bank’s standards and industry regulations
• Deliver client satisfaction through tailored solutions according to client objectives and service issue resolution
• Achieve daily/weekly/monthly/yearly targets of deposits
• Cross-sell financial products
• Build strong relationships with prospective clients

KEY PERFORMANCE INDICATORS (KPIs)

• Financial and operational plans with strategic business objectives
• New business proposals, transactions and financial trends, concepts, principles and regulations to determine actual and/or potential effects on the business entity
• Growth of primary deposits, depository client services, treasury, cash management services and sales, small businesses, mortgages, private banking profitability, and superior customer service

KEY RESPONSIBILITIES

• Promote and professionally sell a wide range of retail products to existing and potential customers, engage in cross selling of other RHB’s products based on customer needs.
• Achieve individual sales targets and continue towards the achievement of the branch targets.
• Acquire and forge relationships with mass affluent customers with the objective of generating revenue.
• Prepare and pro-actively execute sales plans for prospective customers, using internal marketing as well as self-generated leads.
• Set appointments, carryout sales call visits where necessary, prospecting and early engagement with new to bank customers.
• Maintain regular contact with existing customers to develop relationship.

REQUIREMENTS (Qualification/Experience/Skills)

• Formal Education: Degree in finance, marketing, business or related field of study

JOB REQUIREMENT

• Bachelor Degree – Any Field
• Diploma – Any Field.
• Pleasant personality with excellent verbal and written communication skills.
• Proactive team player but able to work indecently.
• Has experience in sales environment.
• Enthusiastic towards achievement of targets