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Offer: Personal Banker Wealth ( Local Bank ):

Job description:


• To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets
•  To promote and professionally sell a range of wealth and Banca products to existing and potential customers 
• To maintain regular contacts with customers to develop relationship and deepen share of customers’ wallet  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 and engagement with customers for retention and referrals 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 for wealth customers 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 ethic
•  Diploma/ Advanced Diploma/Degree holder with minimum 2 years sales practice preferably in Wealth and Bancassurance products with Financial Institutions
•  Must possess PCE, CEILI & FIMM licence
•  Pleasant personality with excellent verbal and written communication skills
•  Have significant licenses required for the portfolio  Sales and results oriented  Good interpersonal and relationship building skill



Average Processing Time

13 Days

Registration No.



Human Resources Management/Consulting


Company Size

51 - 200 Employees


A boutique recruiting agency located at the heart of Kuala Lumpur, Career360 strives to understand each client and candidate by customising our approach to each search ? whether it’s for one critical hire or part of a large-scale staffing solution. First, we discover our clients’ unique corporate cultures, then develop a tailored placement strategy. How does Information technology end? With perfect hires that completes your team so your company can achieve their most ambitious goals.

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And another important thing: as your recruitment partner, we’re in Information technology for the long haul. We can’t wait to celebrate your big wins with you!


Job Category: Creative Arts/Media [ View All Creative Arts/Media Jobs ]
Language requirements:
Employment type:
Salary: Unspecified
Degree: Unspecified
Experience (year): Unspecified
Job Location: Kuala Lumpur Kuala Lumpur
Address: Kuala Lumpur
Company Type Employer
Post Date: 03/26/2020 / Viewed 2 times
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