TL, Personal Banker Wealth

. 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 be in charge of 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 be in charge of PBWs onboarding 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 are able to 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

Sales Planning & Activities

• Promote, introduce and market a range of Unit Trust / ASN / PRS & Tokio Marine's life-insurance products & RHB General Insurance products to Bank's customer
• Plan and strategize sales activities and participate in roadshows/ campaigns organized by Bank/Region

Sales Management

• Maintain regular contact with existing customersto foster closer relationship and for referrals
• Develop clientele networking list and records of existing Bank's customer and NTB customers for acquisition and increase customer PHR
• Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
• Comply with CPD hours
• Compliance to Bank's policy, procedures and observe sales code of ethics

Staff Management

• Provide guidance and motivate PBW on prospecting to sales techniques and to coach them for peak performance
• Periodic briefing and update on promotions, campaigns and products to PBW
• Tracking of Daily Activities Report
• Ensure no zero branches performance by product

. Minimum 3-5 years sales experience preferably in wealth and banca products with FIs

. Pleasant personality with excellent verbal and written communication skills
. Possess relevant licenses required for the portfolio
. Sales and results oriented
. Good interpersonal and relationship building skill

Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards