Personal Banker

3 days ago

Bandar Baru UDA Branch, Malaysia RHB Bank Full time 120,000 - 240,000 per year

PRIMARY OBJECTIVE

· 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 professionally sell a wide range of banca products to existing and prospective customers

· To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets

· To maintain regular contacts with customers to develop relationship 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

Sales Planning & Activities


• 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)


• To perform needs based selling by understanding customer's financial goal, protection need, saving, education, medical and retirement saving


• 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

Sales Management


• Maintain regular contact with existing customers to foster closer relationship and for referrals


• 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

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