Sales Manager Bancassurance
3 weeks ago
3 days ago Be among the first 25 applicants
Direct message the job poster from RHB Banking Group
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 life-insurance 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 :
- Promote, introduce and market a range of Tokio Marine's life-insurance 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
- 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
Qualifications
- Bachelor Degree - Any field.
- Diploma - Any field.
- Minimum 5 years sales experience preferably in wealth and banca products with FIs
- Pleasant personality with excellent verbal and written communication skills.
- Proactive team player but able to work independently.
- Enthusiastic towards achievement of targets.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Sales
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