Senior Bancassurance Advisor

2 days ago

Klang, Selangor, Malaysia Alliance Bank Malaysia Berhad Full time 90,000 - 120,000 per year

Alliance Bank Malaysia Berhad

  • To foster a healthy relationship with branch staffs and branch manager, in order to have referrals.
  • To focus on the walk-in customers and tap on the bank's database to cross-sell bancassurance products to the clients.
  • To pro-actively communicate with the branch staffs about the products and services offered.
  • To be part of the branch's team and refer clients to the PFCs/CRMs.
  • Mobile in sales to meet clients
  • Obtain business resources from referral and leads
  • Perform entire sales process
  • Perform after sales servicing
  • Establish & strengthen customer relationships
  • To meet sales target set by the Bank
  • To maintain good rapport/relationships with customers and branch staffs to ensure effective liaison, coordination and efficiency of operations.

Sales Management

  • To achieve the target percentage of successful closure as stated by the Business
  • To conduct fact find, insurance need analysis for clients and ensure prompt advise and solutions are offered to clients
  • To work as a team in generating ideas and action plans on how to increase the activity and sale of insurance products
  • Knowledgeable in the Bank's products including features, benefits, promotional campaigns, and procedures.
  • To provides personal financial advisory services to prospective customers.
  • To maintain given persistency and cooling off ratios

Customer Management

  • To ensure that customer enquiries are promptly attended to
  • To ensure a systematic review process for existing policyholders
  • To provide regular feedback on issues pertaining to latest development in the market place and customers' changing needs and requirements.

Compliance

  • To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
  • To ensure compliance with all regulations and controls as set by the Bank and external regulatory

authorities.

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