Job Description

Description

Primary Objective:

• Lead, guide and coach a team of PB Banca to achieve sales/revenue target assigned
• Strategize and execute sales plans, cross selling, up selling and engagement with customers for acquisition, retention and referral
• 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 maintain regular contacts with customers to develop relationship for higher share of customers\xe2\x80\x99 wallet
• Conduct briefing and engagement to PB Banca and participate in branch/region/Bank sales activities and campaigns

Key Responsibilities:

Sales Planning & Activities

• Promote, introduce and market a range of Tokio Marine\xe2\x80\x99s life-insurance products to Bank\xe2\x80\x99s customer (including Whole Life Plan, Endowment Plan, Medical Plan and Investment Linked Plan)
• Plan and strategize sales activities and participate in roadshows/ campaigns organized by Bank/Region

Sales Management

• Maintain regular contact with existing customers to foster closer relationship and for referrals
• Develop clientele networking list and records of existing Bank\xe2\x80\x99s customer and NTB customers for acquisition and increase customer PHR
• 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\xe2\x80\x99s policy, procedures and observe sales code of ethics

Staff Management

• Provide guidance and motivate PB Banca on prospecting to sales techniques and to coach them for peak performance
• Periodic briefing and update on promotions, campaigns and products to PB Banca

Requirements

Bachelor Degree - Any related field(s).

• Minimum 5 years sales experience preferably in wealth and banca products with FIs

• Pleasant personality with excellent verbal and written communication skills
• Possess relevant licenses required for the portfolio
• Sales and results oriented
• Good interpersonal and relationship building skill

Benefits

Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards

RHB Bank