Senior Bancassurance Advisor
Alliance Bank Malaysia BerhadKlang City, Selangor, Malaysia6 hari lalu
Penerangan pekerjaanTo foster a healthy relationship with branch staffs and branch manager, in order to have referrals. To focus on the walk-in customers and tap on the bank’s database to cross-sell bancassurance products to the clients. To pro-actively communicate with the branch staffs about the products and services offered. To be part of the branch’s team and refer clients to the PFCs / CRMs. Mobile in sales to meet clients Obtain business resources from referral and leads Perform entire sales process Perform after sales servicing Establish & strengthen customer relationships To meet sales target set by the Bank To maintain good rapport / relationships with customers and branch staffs to ensure effective liaison, coordination and efficiency of operations.
Sales Management
- To achieve the target percentage of successful closure as stated by the Business
- To conduct fact find, insurance need analysis for clients and ensure prompt advise and solutions are offered to clients
- To work as a team in generating ideas and action plans on how to increase the activity and sale of insurance products
- Knowledgeable in the Bank’s products including features, benefits, promotional campaigns, and procedures.
- To provides personal financial advisory services to prospective customers.
- To maintain given persistency and cooling off ratios
- To ensure that customer enquiries are promptly attended to
- To ensure a systematic review process for existing policyholders
- To provide regular feedback on issues pertaining to latest development in the market place and customers’ changing needs and requirements.
- To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
- To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
Customer Management
Compliance
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Senior Bancassurance • Klang City, Selangor, Malaysia
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