Premier Banking - Banca Sales Advisor (Eastern)

Premier Banking - Banca Sales Advisor (Eastern)

Oversea-chinese Banking Corporation Limited
Sarawak Malaysia
3-5 years
Not Specified

Job Description

Job Description :
  1. Plan, organize, participate and execute Bancassurance event and sales activities in line with the Premier Banking (PB) business direction and other sales initiatives
  2. Manage and support a team of Premier Relationship Managers in promoting various type of Bancassurance products offered by Great Eastern Life Malaysia to PB customers.
  3. Ensure the fulfillment and achievement of assigned target by the Bank in driving Bancassurance products.
  4. Work closely with high-performing teams to address customers’ financial needs.
  5. Provide one-stop financial advisory solutions at the bank branches through Bancassurance services and products, such as retirement planning, savings and financial protection.
  6. Work closely with the branch leaders and Premier Relationship Managers to achieve business financial goals.
  7. Actively engage PB customers with Premier Relationship Managers to deepen banking relationship.
  1. Ensure service excellence by providing excellent customer experience at all contact points with our PB customers, via 3 distinctive service elements i.e. cared for, Excellent and enhanced value.
  2. Build sustainable relationship with PB customers by timely follow-ups and anticipate customers’ needs well in advance.
  3. To be proactive in engaging PB customers with Premier Relationship Managers to achieve a growing customer satisfaction in line with aim to improving over customer engagement score on a consistent manner.
  4. Coach and handhold the team in performing needs base selling in understanding customer’s financial goals and to propose suitable product in fulfilling their life goals.
  1. To adhere diligently on all documentary and processes procedures and requirement.
  2. To ensure no lapses in control requirement and submit reports, both statutory and regulatory on a timely manner.
  3. To ensure zero defect in Banca submission.
  4. Strictly no mis-selling elements.

  • Have a degree in any discipline.
  • Have a strong passion for Insurance particularly in Bancassurance, Banking and Wealth Management.
  • Are results-oriented yet patient enough to establish strong customer relationships.
  • Able to work independently and self-driven.
  • Are effectively bilingual with strong communication skills
  • Priority is given to those with Insurance licenses and related accredited certifications.
  • Priority is given to those with 3 - 5 years experience in Bancassurance sales and Premier Banking related.
  • Possess a valid driving license & own transport.

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