Personal Banker Bancassurance (Nationwide)

Personal Banker Bancassurance (Nationwide)

RHB Banking Group
Kuala Lumpur Malaysia
2-5 years
Not Specified

Job Description

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 plan, cross selling, up selling and engagement with customers for retention and referral

Key Responsibilities
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

  • Minimum SPM holder
  • Minimum 2 years sales experience preferably in wealth and banca products with FIs
  • Pleasant personality with excellent verbal and written communication skills
  • Possess relevant licenses required for the portfolio PCE (LIFE), CEILLI
  • Sales and results oriented
  • Good interpersonal and relationship building skill

  • Annual Leaves
  • Medical Benefits
  • any others benefits as per RHB Bank T&C

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