Personal Banker Bancassurance

Details of the offer

Walk In Interview Details:
Date: 24 January 2025 (Wednesday)
Time: 9.30am to 12.30pm
Venue: RHB Bank, Level 8 Tower 1, RHB Centre Jalan Tun Razak, 50400 Kuala Lumpur.
Vacant Branches - Open to candidates with sales experience in non-banking:
Selayang Branch
KLCC Branch
Jinjang Branch
Plaza OSK Branch
1st Avenue Branch
Plaza Damas Branch
Pandan Indah Branch
Menara Shell Branch
Kenanga Wholesales Branch
Jalan Raja Laut Branch
Taman Shamelin Branch
PRIMARY OBJECTIVE
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 proactively execute sales plans.
KEY RESPONSIBILITY
Sales Planning & Activities
Promote, introduce and market a range of Tokio Marine's life insurance products to the Bank's customers (including Whole Life Plan, Endowment Plan, Medical Plan, and Investment Linked Plan).
Perform needs-based selling by understanding customers' 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 disclosures.
Assist customers in handling premium payments, policy enquiries, policy servicing, and claims-related matters.
Prepare and proactively 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 opportunities to increase customers' PHR and revenue.
Set appointments, conduct sales visitations, and engage with customers.
Sales Management
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.
Adhere to the Bank's policies, procedures, and observe the sales code of ethics.#J-18808-Ljbffr


Nominal Salary: To be agreed

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Job Function:

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