Business Development Associate

1 day ago


Ipoh, Perak, Malaysia RHB Banking Group Full time

Job Overview

The Business Development Associate will promote life insurance products to the bank's customers, develop relationships with existing clients, and participate in sales activities to achieve revenue targets.

Responsibilities

  • Promote and introduce a range of Tokio Marine's life-insurance products to the Bank's customers.
  • Perform needs-based selling by understanding the customer's financial goals and protection needs.
  • 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 inquiries, policy servicing, and claims-related matters.

Sales Planning & Activities

  • Prepare and pro-actively execute sales plans for prospective customers from the Bank's leads (LMS) and self-generated leads.
  • Actively participate and collaborate with other sales personnel at the 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.


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