Bancassurance Specialist

OCBCPetaling Jaya, Selangor, Malaysia

10 hari lalu

Penerangan pekerjaan

Overview

Join to apply for the Bancassurance Specialist role at OCBC .

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. Our ambition is to be Asia’s leading financial services partner for a sustainable future. Join us to build the bank of the future and innovate how we deliver financial services.

About The Job

The Bancassurance Specialist (BAS) plays a pivotal role in driving the Bank’s bancassurance business by providing expert insurance advisory, supporting Relationship Managers (RMs), and ensuring seamless sales execution. The BAS contributes to achieving the Bank’s vision, business strategies, and growth plans by delivering tailored insurance solutions that meet customers’ financial needs while adhering to compliance and governance standards.

Key Responsibilities

Sales and Advisory Support

Provide need-based bancassurance advisory to customers, ensuring insurance solutions align with their financial goals and risk profiles.
Support RMs in closing insurance sales through joint sales efforts and direct sales closure.
Take ownership of end-to-end direct sales closure, ensuring a smooth and efficient customer experience.
Drive monthly bancassurance participation rates and other productivity metrics to achieve or exceed the KPIs in the APEx framework.

Collaboration and Stakeholder Management

Work with internal stakeholders such as RMs and branch teams, along with insurance service providers, to coordinate sales, service, client events, and marketing activities.

Provide training and coaching to RMs to enhance their insurance knowledge and selling skills.

Maintain awareness of potential risks in the sales process and escalate concerns appropriately.

Fulfill industry licensing requirements and maintain valid certifications for all products sold.

Customer Service and Issue Resolution

Assist in handling client inquiries, complaints, and resolving issues related to insurance products promptly and professionally.

Ensure high levels of customer satisfaction and foster long-term relationships through effective communication and service excellence.

Compliance and Risk Management

Ensure all sales activities comply with internal policies, sales governance, and regulatory requirements.

Maintain accurate and complete documentation for all sales transactions in accordance with internal guidelines and regulatory standards.

Uphold the Bank’s values and ethical standards in all sales conduct, advisory services, and engagement with customers and internal stakeholders.

Qualifications : Bachelor’s degree in Finance, Banking, Business Studies, or a related field.

Experience : Minimum of 3 years’ experience in insurance sales, banking, or investment industries with proven sales performance.

Licenses and Certifications : Possession of necessary and relevant insurance licenses and certifications.

Skills : Customer-centric mindset with a strong advisory approach, problem-solving, communication, and interpersonal skills; ability to deliver effective presentations; self-motivated, disciplined team player capable of working independently and across functions; high integrity and adherence to compliance and governance standards.

Willingness to travel within the base state and other locations across Malaysia as required.

What We Offer

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are cared for as the needs of our customers.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Management and Manufacturing

Industries

Banking

#J-18808-Ljbffr

Buat amaran kerja untuk carian ini

Specialist • Petaling Jaya, Selangor, Malaysia