Walk In Interview - Personal Banker Bancassurance (Klang Valley)

PRIMARY OBJECTIVE

To promote various type of life-insurance products by Tokio Marine Life Insurance Malaysia Bhd under the exclusive Bancassurance Partnership between RHB Bank and Tokio Marine

To professionally sell a wide range of banca products to existing and prospective customers

To achieve sales / revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets

To maintain regular contacts with customers to develop relationship for higher share of customers’ wallet

Participate in branch / region / Bank sales activities and campaigns to achieve deliverables

Prepare and pro-actively execute sales

KEY RESPONSIBILITY

• Promote, introduce and market a range of Tokio Marine’s life-insurance products to Bank’s customer (including Whole Life Plan, Endowment Plan, Medical Plan and Investment Linked Plan)
• To perform needs based selling by understanding customer’s financial goal, protection need, saving, education, medical and retirement saving
• Brief and ensure customers understand the insurance plan features, charges and prepare quotations and explanation of product disclosure
• Assist customers in handling premium payment, policy enquiry, policy servicing and claims related matters
• Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
• Actively participate and collaborate with other sales personnel at branch / region on sales activities / campaigns for customer acquisition and retention
• Plan and identify cross selling / up selling to increase customers’ PHR and revenue
• Set appointments, sales visitations, prospecting and engagement with customers
• Maintain regular contact with existing customers to foster closer relationship and for referrals
• Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
• Comply with CPD hours and to ensure completion rate of CFF forms
• Compliance to Bank’s policy, procedures and observe sales code of ethics

Your application will include the following questions :

The RHB Banking Group is the fourth largest fully integrated financial services group in Malaysia. The Group’s core businesses are streamlined into seven main business pillars, namely Group Retail Banking, Group Business & Transaction Banking, Group Wholesale Banking, Singapore Business Operations, Group Shariah Business, Group International Business and Group Insurance. All the seven business pillars are offered through the Group’s main subsidiaries, RHB Investment Bank Berhad, RHB Islamic Bank Berhad and RHB Insurance Berhad, while its asset management and unit trust businesses are undertaken by RHB Asset Management Sdn. Bhd. and RHB Islamic International Asset Management Berhad. The Group’s regional presence now spans ten countries including Malaysia, Singapore, Indonesia, Thailand, Brunei, Cambodia, Hong Kong, Vietnam, Lao PDR and Myanmar. It is RHB Banking Group’s aspiration to continue to deliver superior customer experience and shareholder value; and to be recognised as a Leading Multinational Financial Services Group.

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