Personal Financing Consultant at RHB Banking Group

Sialang Muda, North Sumatra, Indonesia -

Full Time

Start Date

Immediate

Expiry Date

27 Dec, 25

Salary

0.0

Posted On

28 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Customer Service, Communication, Relationship Building, Financial Products, Wealth Management, Bancassurance, Cross-Selling, Up-Selling, Customer Retention, Account Management, Sales Planning, Team Collaboration, Problem Solving, Results Orientation, Interpersonal Skills

Industry

Financial Services

Description

About the Role Are you passionate about helping customers achieve their financial goals? We are looking for a dynamic and results-driven Personal Financing Consultant (PFC) to join our Retail Banking team. In this role, you will be on the front lines, acting as a trusted advisor to our customers. Your primary focus will be on achieving sales and revenue targets by professionally selling a diverse range of retail banking products and helping to grow the bank's customer portfolio and profitability. What you will be doing Achieve assigned sales and revenue targets to contribute to the overall branch profitability and targets. Proactively and professionally sell a wide range of retail products to existing and potential customers, including: Wealth products: Unit Trusts (UT), ASNB VP, Private Retirement Schemes (PRS), Bancassurance/Bancatakaful (RP & GI), Direct Forex, and Non-Traditional Wealth (NTW). Deposits: Current Account/Savings Account (CASA), Fixed Deposits (FD), and new account acquisition. Assets/Financing products: Personal Financing (PF/PFi), ASB financing, and Credit Cards. Prepare and execute comprehensive sales plans, perform account opening, actively cross-sell and up-sell, and engage with customers for retention and referrals. Drive New-to-Bank (NTB) customer acquisition (both wealth and retail customers) and ensure an excellent customer experience to broaden the bank's base. Participate in branch, regional, and bank-wide sales promotional activities and campaigns. What we're looking for A Degree or Diploma holder. At least 1-2 years of experience, preferably with Wealth and Bancassurance/Bancatakaful products in any Financial Institution (FI). A pleasant personality with excellent verbal and written communication skills. Strong interpersonal and relationship-building skills. Possession of the CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio. Must be sales and result oriented. A mantra for our clients, customers, partners and every member of the RHB family. Yes, you. Our employees are one of the reasons we are here today. Dynamic, forward-thinking and progressive, there is a reason why we are an award-winning financial institution. Join us today and be a part of a winning family. At RHB, we take pride in our people and our teams. Great relationships built on trust, a 'leading it right' environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home. As we grow towards realising our aspirations, we promise a workplace built on the five pillars – RHB Cares; RHB Leads; RHB Inspires; RHB Progresses; and RHB Rewards.

Responsibilities

The Personal Financing Consultant will achieve assigned sales and revenue targets while selling a diverse range of retail banking products. They will engage with customers to enhance retention and referrals, driving new customer acquisition.