Personal Banker Bancaassurance Sarawak

Sarawak, Malaysia

Job Description




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
Branches : * Matang Jaya Branch, Kuching
  • Siburan Branch, Kuching
  • Simpang Tiga Branch, Kuching
  • Jalan Tuanku Osman Sibu Branch, Sibu
  • Bintulu Paragon Branch, Bintulu
  • Sarikei Branch, Sarikei
  • Sungai Merah, Sibu

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Job Detail

  • Job Id
    JD942225
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Sarawak, Malaysia
  • Education
    Not mentioned