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Financial Executive

Financial Executive

Dikshatek MalaysiaKuala Lumpur, Kuala Lumpur, Malaysia
3 days ago
Job description

Job summary :

Help Bank customers to financially plan for their future through wealth protection, accumulation and distribution.

Key selling points

  • Meaningful and rewarding career
  • Attractive compensation and benefit
  • Career growth and recognition

Job Responsibility :

  • Responsible to sell and marketing Bancassurance products at Partner Bank's branches (nation-wide)
  • Perform prospecting, cold calling, qualifying customers, setting appointments andprovide financial advisory service to customer
  • Work with branch colleague to convert leads referral into sales closure.
  • To build relationships with bank customers and strengthen rapport for subsequent up-selling
  • Engage in sales and marketing event at the bank to acquire new customer.
  • Provide follow up on the policy servicing services to customer, i.e. payment mode,change in plans, trustee appointment, top-ups.
  • Who is qualified?

  • Candidate with 3 years or above relevant experiences is added advantage.
  • Anyone with working experienced are welcome. Coaching and buddy support system
  • are well established for freshy

  • Candidate possess at least Diploma / Degree or,
  • SPM holders must obtained 5 passes (inclusive BM) and at least full 3 years working
  • experience

  • An outgoing personality and able to engage conversation with all level of people
  • Good communication in Mandarin and English will have added advantages due to
  • business needs

  • Individual who likes challenge yourself, resourceful, results driven and aspire to achieve
  • #J-18808-Ljbffr

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