Relationship Manager

Overview

Create your future with Affin! You too can make a difference. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too.

Job Purpose

Responsible for the distribution of BANCA (Life & General) products for Enterprise Banking. Fulfilment and achievement of assigned BANCA target by the Division.

Accountabilities

• Active distribution of suitable BANCA products to customers of Enterprise Banking
• Customize insurance programs to suit individual clients
• Consistently seek out new customers and develop customer base through networking
• Increase share of wallets for Enterprise Banking BANCA Business
• Provide BANCA advisory or support to Business Centre, Commercial Sales and to perform joint sales, where necessary
• Ensure completeness of documents being submitted and customer due diligence being complied
• Perform transactional servicing or support and manage customers’ expectation
• Participate in business planning, campaigns and tactical plans to increase sales performance
• Observe and adhere to Compliance Policies with strong awareness of BANCA operational risks
• Comply with the Professional Certification requirements, prior to promoting any BANCA products
• Building and maintaining strong, long-lasting customer relationships
• Persuade prospective clients to engage in a phone conversation and / or meeting to discuss insurance products
• Developing in-depth knowledge of company products.

Job Requirements

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