Finance Business Development Executive - Banking Industry

Finance Business Development Executive - Banking Industry

EYZ Global Kuala Lumpur City, Federal Territory of Kuala Lumpur, Malaysia

Responsibilities

• Leverage provided warm leads to engage potential clients and identify their needs.
• Drive sales of bancassurance products through targeted client engagement, ensuring customers understand the benefits of these financial solutions.
• Consistently meet or exceed individual and team sales targets.
• Engage with bank customers both in person and through follow-up on warm leads, educating them on insurance as a key component of financial security.
• Conduct financial needs assessments to recommend suitable insurance products based on customer profiles.
• Collaborate with bank staff to maximize sales opportunities and deliver a seamless client experience.
• Build and maintain strong relationships with bank branches to enhance customer reach.
• Ensure all sales activities comply with regulatory standards and internal policies.
• Maintain accurate records of sales activities, client interactions, and follow-up actions.

Qualifications

Benefits

#J-18808-Ljbffr