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Senior Personal Banker - Bancassurance

Senior Personal Banker - Bancassurance

RHB Banking GroupSelangorMalaysia, Selangor, Malaysia
21 jam yang lalu
Penerangan pekerjaan

Overview

Join to apply for the Senior Personal Banker - Bancassurance role at RHB Banking Group

6 days ago Be among the first 25 applicants

Responsibilities

  • To promote various type of life-insurance products by Tokio Marine Life Insurance Malaysia Bhd under the exclusive Bancassurance Partnership between RHB Bank and Tokio Marine
  • To professionally sell a wide range of banca products to existing and prospective customers
  • To achieve sales / revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets
  • To maintain regular contacts with customers to develop relationship for higher share of customers’ wallet
  • Participate in branch / region / Bank sales activities and campaigns to achieve deliverables
  • Prepare and pro-actively execute sales

Primary Objective

  • To promote various type of life-insurance products by Tokio Marine Life Insurance Malaysia Bhd under the exclusive Bancassurance Partnership between RHB Bank and Tokio Marine
  • To professionally sell a wide range of banca products to existing and prospective customers
  • To achieve sales / revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets
  • To maintain regular contacts with customers to develop relationship for higher share of customers’ wallet
  • Participate in branch / region / Bank sales activities and campaigns to achieve deliverables
  • Prepare and pro-actively execute sales
  • Key Responsibilities

    Sales Planning & Activities

  • Promote, introduce and market a range of Tokio Marine’s life-insurance products to Bank’s customers (including Whole Life Plan, Endowment Plan, Medical Plan and Investment Linked Plan)
  • To perform needs-based selling by understanding customer’s financial goals, protection needs, saving, education, medical and retirement saving
  • Brief and ensure customers understand the insurance plan features, charges and prepare quotations and explanations of product disclosure
  • Assist customers in handling premium payments, policy enquiries, policy servicing and claims related matters
  • Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
  • Actively participate and collaborate with other sales personnel at branch / region on sales activities / campaigns for customer acquisition and retention
  • Plan and identify cross-selling / up-selling to increase customers’ PHR and revenue
  • Set appointments, sales visitations, prospecting and engagement with customers
  • Sales Management

  • Maintain regular contact with existing customers to foster closer relationships and for referrals
  • Work closely with Branch Manager and Regional Sales Heads on sales activities, promotions and campaigns
  • Comply with CPD hours and ensure completion rate of CFF forms
  • Compliance to Bank’s policy, procedures and observe sales code of ethics
  • Employment details

  • Seniority level : Mid-Senior level
  • Employment type : Full-time
  • Job function : Finance and Sales
  • Referrals increase your chances of interviewing at RHB Banking Group by 2x

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