Senior Financial Services Consultant

Join to apply for the Senior Financial Services Consultant role at Alliance Bank Malaysia Berhad

1 day ago Be among the first 25 applicants

Core Responsibilities

• Foster a healthy relationship with branch staff and Branch Manager to generate referrals.
• Focus on walk‑in customers and utilize the bank’s database to cross‑sell bancassurance products.
• Pro‑actively communicate with branch staff about the products and services offered.
• Serve as a member of the branch team and work with the Relationship Manager to increase insurance sales penetration to PB / AP clients.
• Travel to meet clients and present products.
• Obtain business resources from referrals and leads.
• Perform the entire sales process, including after‑sales servicing.
• Establish and strengthen customer relationships.
• Meet sales targets set by the Bank.
• Maintain good rapport / relationships with customers and branch staff to ensure effective liaison, coordination and operational efficiency.
• Achieve the target percentage of successful closures as defined by the Business.
• Conduct fact‑find and insurance need analysis for clients and provide prompt advice and solutions.
• Collaborate as a team to generate ideas and action plans for increasing insurance product activity and sales.
• Possess in‑depth knowledge of the Bank’s products, including features, benefits, promotional campaigns and procedures.
• Provide personal financial advisory services to prospective customers.
• Maintain required persistency and cooling‑off ratios.

Customer Management

Compliance

Skills

Knowledge

Experience

#J-18808-Ljbffr