Job Description

Description

Primary Objective:

• Provide training support to the agency force to effectively meet their training needs to function productively within the industry & regulatory requirements.
• To ensure agency governance and compliance.

To ensure discipline, integrity and professionalism in agency distribution channel.
Key Responsibilities:

• Develop training policies, strategies, processes and programmes to equip and engage the agency force to function productively within the regulatory environment

• Assess the training needs of the agency force and to close up the gaps for the development of an effective & efficient agency force

• Develop & enhance training modules (technical & soft skills) to effectively meet the training needs of the agency force

• Ensure the quality and effectiveness of the trainings conducted by branches or Agency Training & maintain the training evaluation at a minimum level of satisfactory

• Keep abreast of the industry & regulatory developments to ensure compliance and effective communication to update branches and agency force

• Monitor the CPD points & AMLA fulfillment by the agency force & report to the branches to facilitate the renewal of UT registration at the targeted level

• Develop & enhance training materials/tools to support sales performance of the agency force

• Participate in new business development projects for the agency business which includes new products/services and regional expansion. In this respect, to drive the agency business expansion to Indonesia.

• Provide necessary marketing support to the branches/agency force to facilitate the sales submission. In this respect to drive the ASNB Referral business through the branches & account servicing to important contributing agent to agency business.

• To review and recommend improvement of Internal Control and Policies and Procedures designed to safeguard and promote organization growth and ensure compliance with applicable laws and regulations.

• Report the result of all audits findings to Supervisor for improvement and action.

• Conduct investigation on cases involving fraud /misconduct / irregularities. To ensure that all investigation cases are look into diligently.

• Ensure timely completion of the investigation cases and preparation of investigation report to Disciplinary Committee.

• To ensure that any results derived from the investigation is kept as confidential. To handle investigation with caution in providing excellent personalized service. To initiate, recommend solutions to respective department / division if require.

• Analyze cases involving fraud /misconduct / irregularities, modus operandi and recommend actions to prevent reoccurrences.

• Work with law enforcement agencies, regulatory bodies, legals, Compliance in the investigation.

• Assist in formulating and enforcement of policies / guidelines related to Agency Conduct Integrity.

• Any other duties or projects as assigned by the supervisor.

Requirements

Requirements:

Min. 8 years in training in agency-based environment for unit trust or insurance industry

• Microsoft Office
• Good communication skills

Good interpersonal skills

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