Proven Personal Banker and Financial Consultant with a track record of enhancing customer satisfaction and boosting sales through expert financial advising and interpersonal communication skills. At RHB Bank Berhad, excelled in cross-selling and up-selling, significantly contributing to team targets. Skilled in financial product knowledge and sales strategy, adept at fostering long-lasting client relationships and driving revenue growth.
Hi, I’m
Norhartini Khasim
Personal Banker
Taiping ,Perak
Summary
Overview
20
years of professional experience
Work History
RHB Bank BerhadSg Siput
Personal Banker
10.2022 - Current
Job overview
- Cross-sold bank products and services to meet customer needs and provide options.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Promoted financial products by maintaining excellent service offering knowledge.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Followed up with customers to gather feedback and provide additional assistance.
Cimb Bank BerhadTaiping Perak
Personal Financial Consultant
02.2004 - 09.2022
Job overview
- Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.
- Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
- Promoted products and services by conducting educational seminars to clients and prospects in Location.
- Sold $Amount in life insurance, retirement instruments and investments.
- Advised clients on portfolio allocation and various investment types.
- Conducted thorough risk assessments before making recommendations on investments, ensuring each strategy aligned with the client''s unique needs and risk tolerance levels.
- Improved overall branch performance by contributing to team sales goals and proactively seeking new business opportunities through networking events and referrals.
- Conducted comprehensive reviews of client accounts to ensure alignment with individual financial objectives and life events.
- Built strong relationships with clients through regular communication, trust, and understanding of their financial goals.
- Educated clients on various investment products, empowering them to make informed decisions regarding their financial future.
- Presented financial plans and investment recommendations to clients.
Education
Universiti Malaysia SabahKota Kinabalu Sabah
Degree In Science from Physics With Electronics
10.2010
University Overview
Skills
Financial Advising
Timeline
Personal Banker
RHB Bank Berhad
10.2022 - Current
Personal Financial Consultant
Cimb Bank Berhad
02.2004 - 09.2022
Universiti Malaysia Sabah
Degree In Science from Physics With Electronics
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