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Sales Mgr, Banca
3 months ago
- Regular Hours
Monday
- Friday
- Business Area
Community Banking
- Location
Malaysia
- Perak
- 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 lifeinsurance 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' 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's lifeinsurance products to Bank's 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's 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's 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
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
- Friday