Personal Banker - Bancassurance

RHB Banking Group


Date: 8 hours ago
City: Remote
Contract type: Full time
Remote
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 RESPONSIBILITY

Sales Planning & Activities

  • Promote, introduce and market a range of Tokio Marine’s life-insurance products to Bank’s customer (including Whole Life Plan, Endowment Plan, Medical Plan and Investment Linked Plan)
  • To perform needs based selling by understanding customer’s financial goal, protection need, saving, education, medical and retirement saving
  • Brief and ensure customers understand the insurance plan features, charges and prepare quotations and explanation of product disclosure
  • Assist customers in handling premium payment, policy enquiry, 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 relationship and for referrals
  • Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
  • Comply with CPD hours and to ensure completion rate of CFF forms
  • Compliance to Bank’s policy, procedures and observe sales code of ethics

How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a resume

Similar jobs

Legal Counsel

Shell, Remote
8 hours ago
What’s The RoleThe Legal Counsel Supply Chain sits within the Legal Services Integrated Gas team, supporting Supply Chain organisation and reporting to Managing Counsel, Supply Chain.Supply Chain is an end to end business, generating value for shareholders via delivery of non-hydrocarbon goods and services to Shell’s global businesses and assets, partnering with Shell Businesses to manage $42bn of non-hydrocarbon spend...

Online Content Specialist, II

Zebra Technologies, Remote
11 hours ago
OverviewAt Zebra, we are a community of innovators who come together to create new ways of working. United by curiosity and a culture of caring, we develop smart solutions that anticipate our customer’s and partner’s needs and solve their challenges.Being part of Zebra Nation means you are seen, heard, valued, and respected. Drawing from our unique perspectives, we collaborate to...

Senior Executive, Project & Design Strategy SEA

PUMA Group, Remote
2 days ago
SPEED & SPIRIT is what we look for in our candidates, defined by some simple values that inspire us to BE DRIVEN in our performance, BE VIBRANT in our sporting legacy, BE TOGETHER in our team spirit, and BE YOU to let our individual talent and experience shine. Applying for a job at PUMA is easy and all genders are...