Personal Banker – Team Leader

Full time in Accounting / Finance
  • Kuala Lumpur, Malaysia View on Map
  • Post Date : May 12, 2020
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Job Detail

  • Job Level Senior
  • About Company
    Leading Bank providing fully integrated financial services in Malaysia and further expanding its services to its existing and new customers.

Job Description

Our Client is a Leading Bank providing fully integrated financial services in Malaysia and further expanding its services to its existing and new customers. The services include introduction of financial services that will able the customers to increase their investment portfolio and obtain higher returns. To achieve this, our client is seeking talented individuals to join them immediately as full-time staff in the position of Personal Bankers throughout Malaysia.

  • To effectively and efficiently manage the PBW resources to achieve their revenue target and SOP
  • To work closely with the Branch Manager to ensure that the Branch is able to achieve their respective revenue target
  • To motivate the PBWs to continuously building high performance culture by increasing sales productivity
  • To handle buddy branches allocation to ensure resources optimization
  • To build and develop PBW staff competencies and sales and service qualities
  • To oversee recruitment and maintain low staff attrition
  • To provide coaching and motivation to PBWs to optimize financial contribution to PBWs
  • To ensure sales quality is in place
  • To oversee PBWs on boarding matters
  • To lead cross collaboration with different business units namely SME Banking, Auto, Cards, etc to further penetration the wealth business
  • To do joint sales call with PBWs to ensure each PBWs can meet their productivity
  • To ensure PBW act on the leads & hit their monthly & yearly sales target
  • Conduct briefing and engagement to PBW and participate in branch/region/Bank sales activities and campaigns

Requirements:

  • Diploma/ Advanced Diploma/Degree holder with minimum 5 years sales experience preferably in Wealth and Bancassurance products with Financial Institutions
  • Must possess PRS, PCE, CEILI & FIMM licence
  • 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

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