Vacant Branches - Open to candidates with sales experience in non banking
KLCC Branch
1st Avenue 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 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).
Perform needs-based selling by understanding customer's financial goals, protection needs, saving, education, medical and retirement savings.
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.
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, promotion 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.
How do your skills match this job?Sign in and update your profile to get insights.
Your application will include the following questions:
Do you have experience in a sales role?
How many years' experience do you have as a personal banker?
Do you have sales experience in the insurance industry?
Do you have sales experience in the banking & credit industry?#J-18808-Ljbffr