Role signals
SalesLegal
Position: Personal Banker
Location Available: Perak
Primary Objective
- 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 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 and engagement with customers for retention and referrals
Key Responsibilities
- 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
Requirements
- 2 years sales experience preferably in FIs
- Pleasant personality with excellent verbal and written communication skills
- Have relevant licenses required for the portfolio
- Sales and results oriented
- Good interpersonal and relationship building skill