Talent.com
Tawaran kerja ini tidak tersedia di negara anda.
Bancassurance Specialist-1

Bancassurance Specialist-1

OCBCKuala Lumpur, Kuala Lumpur, Malaysia
30+ hari lalu
Penerangan pekerjaan

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. By taking the time to truly understand people, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation, leveraging technology and creativity to become a future-ready learning organisation. Our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future, innovate the way we deliver financial services, work in friendly, supportive teams, build lasting value in your community, help people grow their assets, business, and investments, take your learning as far as you can, or simply enjoy a vibrant, future-ready career.

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

  • 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 Key Performance Indicators (KPIs) set forth in the “Achieving Performance Excellence (APEX)” framework.

Collaboration and Stakeholder Management

  • Work closely with internal stakeholders such as RMs and branch teams, along with insurance service providers, to coordinate and support 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.
  • 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, equal opportunity, fair employment, selection based on ability and fit with our culture and values.

  • Bachelor’s degree in Finance, Banking, Business Studies, or a related field.
  • Minimum of 3 years’ experience in insurance sales, banking, or investment industries with proven sales performance.
  • Possession of necessary and relevant insurance licenses and certifications.
  • Strong commitment and ability to consistently drive sales results with a results-driven and proactive attitude towards achieving targets and continuous improvement.
  • Customer-centric mindset with a strong advisory approach.
  • Strong problem-solving, communication, and interpersonal skills, with the ability to deliver effective presentations.
  • Self-motivated, disciplined team player capable of working independently and collaboratively across functions and with multiple stakeholders.
  • High level of integrity and adherence to compliance and governance standards.
  • Willingness to travel within the base state and other locations across Malaysia as required.
  • #J-18808-Ljbffr

    Buat amaran kerja untuk carian ini

    Bancassurance • Kuala Lumpur, Kuala Lumpur, Malaysia

    Pekerjaan yang berkaitan
    • Dinaikkan pangkat
    Senior Claims Examiner, Financial Lines

    Senior Claims Examiner, Financial Lines

    ChubbKuala Lumpur, Kuala Lumpur, Malaysia
    Chubb Federal Territory of Kuala Lumpur, Malaysia.Senior Claims Examiner role focusing on Financial Lines claims, including but not limited to Directors’ & Officers’ Liability, Professional Indemni...Tunjukkan lagiKemas kini terakhir: 30+ hari yang lalu
    • Dinaikkan pangkat
    Enterprise Project Manager

    Enterprise Project Manager

    CanonicalSepang, Sepang, Malaysia
    Canonical Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia.Canonical is a leading provider of open source software and operating systems to the global enterprise and technology markets.Our...Tunjukkan lagiKemas kini terakhir: 27 hari yang lalu
    • Dinaikkan pangkat
    • Baharu!
    Linux Cryptography and Security Engineer

    Linux Cryptography and Security Engineer

    CanonicalSeremban, Negeri Sembilan, Malaysia
    Linux Cryptography and Security Engineer.Canonical Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia.This is a unique opportunity to use your software engineering and cryptography skills to...Tunjukkan lagiKemas kini terakhir: 6 jam yang lalu
    • Dinaikkan pangkat
    Manager, Settlements

    Manager, Settlements

    Standard CharteredKuala Lumpur, Kuala Lumpur, Malaysia
    The prospect candidate would be primary responsible for managing the digital custody services offering (including conventional custody) comprising of client service management, transaction processi...Tunjukkan lagiKemas kini terakhir: 30+ hari yang lalu
    • Dinaikkan pangkat
    • Baharu!
    Senior Claims Specialist (Property & Engineering)

    Senior Claims Specialist (Property & Engineering)

    Zurich InsuranceKuala Lumpur, Kuala Lumpur, Malaysia
    Job Title : Assistant Manager – Property & Engineering Claims.Role Overview : As Assistant Manager – Property Claims, you will play a key role in managing and supporting the property claims process.Y...Tunjukkan lagiKemas kini terakhir: 6 jam yang lalu
    • Dinaikkan pangkat
    Senior Claims Specialist, Financial Lines

    Senior Claims Specialist, Financial Lines

    Allianz ServicesKuala Lumpur, Kuala Lumpur, Malaysia
    Senior Claims Specialist, Financial Lines.Senior Claims Specialist, Financial Lines.Get AI-powered advice on this job and more exclusive features. Allianz Services is part of Allianz Group, one of t...Tunjukkan lagiKemas kini terakhir: 30+ hari yang lalu
    • Dinaikkan pangkat
    Senior Bancassurance Advisor

    Senior Bancassurance Advisor

    Alliance Bank Malaysia BerhadKuala Lumpur, Kuala Lumpur, Malaysia
    Role focused on building and maintaining bancassurance relationships within the bank, driving cross-sell opportunities with branch staff and customers, and achieving sales targets for insurance pro...Tunjukkan lagiKemas kini terakhir: 24 hari yang lalu
    • Dinaikkan pangkat
    Payroll Risk & Compliance Lead - APAC

    Payroll Risk & Compliance Lead - APAC

    RemotePort Klang, Port Klang, Malaysia
    Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease.We make it possible for businesses of all sizes to recruit, pay, and manage internatio...Tunjukkan lagiKemas kini terakhir: 27 hari yang lalu
    Business Analyst (Banking / Insurance Domain)

    Business Analyst (Banking / Insurance Domain)

    Unison GroupKuala Lumpur, Federal Territory of Kuala Lumpur, MY
    Quick Apply
    We are looking for a detail-oriented and proactive.The ideal candidate will have hands-on experience in gathering requirements, bridging the gap between business and technical teams, and ensuring t...Tunjukkan lagiKemas kini terakhir: 27 hari yang lalu
    • Dinaikkan pangkat
    • Baharu!
    Reinsurance Management Specialist

    Reinsurance Management Specialist

    Zurich InsuranceKuala Lumpur, Kuala Lumpur, Malaysia
    The specialist will assist the Technical General Reinsurance and Retakaful team in maintaining a robust Assurance Program that aligns with the global Zurich Framework. This role ensures the program ...Tunjukkan lagiKemas kini terakhir: 6 jam yang lalu
    Bancassurance Sales | KL Bank Branches | RM3000 - RM 5000 + Commission

    Bancassurance Sales | KL Bank Branches | RM3000 - RM 5000 + Commission

    J-Recruit Recruitment AgencyKuala Lumpur, Malaysia
    Quick Apply
    Basic salary between RM3,000 - RM5,000 +.Access to annual leave, extended maternity leave, sabbatical leave, and more.Inclusive medical coverage, low-interest staff loans, and additional perks.Enjo...Tunjukkan lagiKemas kini terakhir: 30+ hari yang lalu
    • Dinaikkan pangkat
    • Baharu!
    Senior Software Engineer (Remote)

    Senior Software Engineer (Remote)

    PortcastKuala Selangor, Kuala Selangor, Malaysia
    Our mission is to transform international supply chains to be more resilient by helping logistics companies realize the full potential of their data. We cater to both shipping lines and cargo airlin...Tunjukkan lagiKemas kini terakhir: 6 jam yang lalu
    • Dinaikkan pangkat
    Payments Transaction Monitoring Specialist

    Payments Transaction Monitoring Specialist

    BlueberryKuala Lumpur, Kuala Lumpur, Malaysia
    Payments Transaction Monitoring Specialist.Blueberry Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia.At Blueberry, we don’t cut corners when it comes to integrity.From the way we move mon...Tunjukkan lagiKemas kini terakhir: 30+ hari yang lalu
    • Dinaikkan pangkat
    • Baharu!
    Purchase Order Management Analyst

    Purchase Order Management Analyst

    NexperiaSeremban, Negeri Sembilan, Malaysia
    A proven global player with an entrepreneurial mentality.At our core is an 13,000+ strong international network with a singular focus. Built on passion and commitment to our work, belief in our goal...Tunjukkan lagiKemas kini terakhir: 6 jam yang lalu
    • Dinaikkan pangkat
    Underwriting Automation Specialist (Insurance / Reinsurance)

    Underwriting Automation Specialist (Insurance / Reinsurance)

    Lava Protocols Sdn. Bhd.Kuala Lumpur, Malaysia
    Excellent job opportunity for Underwriting Automation Specialist in Malaysia.Direct message the job poster from Lava Protocols Sdn. Lead the automation of underwriting processes across markets to su...Tunjukkan lagiKemas kini terakhir: 6 hari yang lalu
    • Dinaikkan pangkat
    Channel Partnerships Lead (Benefits / Insurance)

    Channel Partnerships Lead (Benefits / Insurance)

    IntellectKuala Lumpur, Malaysia
    Channel Partnerships Lead (Benefits / Insurance).Intellect — Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia Overview. We are looking for an experienced Partnerships Lead with a background i...Tunjukkan lagiKemas kini terakhir: 6 hari yang lalu
    • Dinaikkan pangkat
    License Assurance Manager

    License Assurance Manager

    SitecoreKuala Lumpur, Kuala Lumpur, Malaysia
    Sitecore Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia.Join or sign in to find your next job.Sitecore Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia.Be among the first 25 app...Tunjukkan lagiKemas kini terakhir: 30+ hari yang lalu
    • Dinaikkan pangkat
    Options Trader - Digital Assets Market Making (APAC Remote)

    Options Trader - Digital Assets Market Making (APAC Remote)

    KeyrockNilai, Negeri Sembilan, Malaysia
    Options Trader - Digital Assets Market Making (APAC Remote).Keyrock Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia. Join or sign in to find your next job.Options Trader - Digital Assets M...Tunjukkan lagiKemas kini terakhir: 27 hari yang lalu