SO, Personal Banker (Bakri)
Core
Marketing and promoting banking products (Unit Trust, Insurance, Deposits) to existing and potential customers.
Role type
Personal Banker (Bakri)
Builds
Long-term customer relationships and cross-selling of banking products
Domain
Banking / Wealth Management
Deliverable
product features
Required skills
sales, client engagement, after-sales service, regulatory compliance
Preferred skills
wealth management, investment sales
Technologies
FIMM, PCE, CEILI, IPPC
Responsibilities
Engage in cross-selling of other banking products based on customer needs, Manage and build long term relationships with customers while conducting after-sales services, Adhere to the policies, regulatory risk and compliance
Seniority
Entry-level, fresh graduate