Financial Executive

5 days ago

Kuala Lumpur, Kuala Lumpur, Malaysia Diksha Technologies Full time

Bank Financial Executive (Bancassurance Sales - Nationwide)

Job summary:

Help Bank customers to financially plan for their future through wealth protection, accumulation

and distribution.

Key selling points

  •  Meaningful and rewarding career
  •  Attractive compensation and benefit
  •  Career growth and recognition

Job Responsibility:

  • Responsible to sell and marketing Bancassurance products at Partner Bank's branches (nation-wide)
  • Perform prospecting, cold calling, qualifying customers, setting appointments andprovide financial advisory service to customer
  • Work with branch colleague to convert leads referral into sales closure.
  • To build relationships with bank customers and strengthen rapport for subsequent up-selling
  • Engage in sales and marketing event at the bank to acquire new customer.
  • Provide follow up on the policy servicing services to customer, i.e. payment mode,change in plans, trustee appointment, top-ups.

Who is qualified?

  • Candidate with 3 years or above relevant experiences is added advantage.
  • Anyone with working experienced are welcome. Coaching and buddy support system

are well established for freshy

  • Candidate possess at least Diploma/Degree or,
  • SPM holders must obtained 5 passes (inclusive BM) and at least full 3 years working

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