Bancassurance Sales and Marketing Executive

3 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full time
Job Description

This role is responsible for generating bancassurance fee-based income to the division by working closely with relationship managers and insurance providers.

The Bancassurance Sales and Marketing Executive will achieve assigned bancassurance targets and maximize cross-selling and upselling opportunities for assigned SME and business banking portfolios. They will also develop effective sales strategies and action plans with relationship managers to promote insurance solutions and achieve targeted fee-based income.

Additionally, the Bancassurance Sales and Marketing Executive will onboard new business in collaboration with internal sales teams and life insurance providers. They will monitor business performance and take proactive corrective action where necessary to promote growth while maintaining profitability.

Key Qualifications
  • Candidate must possess at least a bachelor's degree, Post Graduate Diploma/ Professional Degree in Business studies or equivalent.
  • At least 3 to 5 years of relevant financial sales experience, preferably in banking and insurance related fields.
  • Possess relevant insurance licenses (e.g., PCEIA Life, Family Takaful & CEILLI & TBE).
  • Strong analytical and interpersonal skills.
  • Willing to travel, result-oriented, dynamic, and self-driven.
  • Proficiency in conversing well in Bahasa and English. Ability to converse in Chinese and/or dialects will be an added advantage.


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