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Wealth Consultant, Br Parit Buntar - Wealth Management

Req ID:  4447
Job Description: 

Summary

Responsible to ensure marketing and sales activities for Wealth Management and Bancatakaful products in order.

 

Duties and Responsibilities

  1. To plan, execute and manage own marketing and sales activities for Wealth Management and Bancatakaful products to achieve the monthly targets for Wealth Management and Bancatakaful products.
  2. Participate in sales and promotional activities arranged by Regional Office / Head Office.
  3. To plan and roll out visitation schedules to existing customers and engage new customers.
  4. To ensure all branch staff under his/her clusters (assigned branches) has adequate knowledge on Wealth Management and Bancatakaful products to enable them to promote the respective products to customers.
  5. Timely preparation of reports on marketing, sales activities and performance to Branch Manager / Wealth Manager or RCBM / Region Office / Head Office.
  6. To gather and share market information and recommend action plan to Branch Manager / Wealth Manager or RCBM.
  7. To perform timely performance planning, tracking and reviewing process.
  8. To attend to all customers’ requests/complaints promptly and within the stipulated service level.
  9. To ensure submission of complete documentation and safekeeping.
  10. To visit and provide market updates on Wealth Management and Bancatakaful products to the existing institutions and high net worth customers.
  11. Ensure adherence and compliance to all internal policies/guidelines and external regulatory requirements.
  12. Any other duties/assignments as and when directed/assigned by the superior as per business requirements from time to time.
     
    Requirements
  1. Diploma / Degree in any related discipline or equivalent experience.
  2. More than 1-year of experience in the banking industry, experience in sales would be an advantage.
  3. High inclination towards a sales-driven culture.
  4. Excellent communication, interpersonal with good business acumen and customer service skills.
  5. Be an assertive and innovative team player, highly independent, committed, self-motivated, resourceful and result-oriented.
  6. Experience in working in a fast-moving business environment.
  7. Ability to network across a variety of functions at various levels and countries.