· To promote various types 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 targets assigned by the Bank and contribute towards the achievement of the overall branch targets.
· To maintain regular contacts with customers to develop relationships 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
• Promote, introduce, and market a range of Tokio Marine's life-insurance products to Bank's customers (including Whole Life Plan, Endowment Plan, Medical Plan, and Investment Linked Plan).
• To perform needs-based selling by understanding customer's financial goals, protection needs, savings, education, medical, and retirement savings.
• Brief and ensure customers understand the insurance plan features, charges, and prepare quotations and explanations of product disclosure.
• Assist customers in handling premium payments, policy inquiries, 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.
• Maintain regular contact with existing customers to foster closer relationships and for referrals.
• Work closely with Branch Manager and Regional Sales Heads on sales activities, promotions, and campaigns.
• Comply with CPD hours and ensure completion rate of CFF forms.
• Compliance with Bank's policy, procedures, and observe sales code of ethics.
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How many years' experience do you have as a personal banker?
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