Personal Banker - Bancassurance (Perak Region)

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RHB Banking Group
Perak
MYR 100,000 - 150,000
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Job description

Primary Objective

  • To promote various types 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 targets assigned by the Bank and contribute towards the achievement of the overall branch targets.
  • To maintain regular contacts with customers to develop relationships for a higher share of customers’ wallet.
  • Participate in branch/region/Bank sales activities and campaigns to achieve deliverables.
  • Prepare and pro-actively execute sales plans.

KEY RESPONSIBILITY

Sales Planning & Activities

  • Promote, introduce and market a range of Tokio Marine’s life-insurance products to the Bank’s customers (including Whole Life Plan, Endowment Plan, Medical Plan, and Investment Linked Plan).
  • Perform needs-based selling by understanding the customer’s financial goals, protection needs, savings, education, medical, and retirement savings.
  • Brief and ensure customers understand the insurance plan features, charges, and prepare quotations and explanations of product disclosures.
  • Assist customers in handling premium payments, policy inquiries, policy servicing, and claims-related matters.
  • Prepare and pro-actively execute sales plans for prospective customers from the Bank’s leads (LMS) and self-generated leads.
  • Actively participate and collaborate with other sales personnel at the branch/region on sales activities/campaigns for customer acquisition and retention.
  • Plan and identify cross-selling/up-selling opportunities to increase customers’ PHR and revenue.
  • Set appointments, conduct sales visitations, and engage with customers.

Sales Management

  • Maintain regular contact with existing customers to foster closer relationships and obtain referrals.
  • Work closely with the Branch Manager and Regional Sales Heads on sales activities, promotions, and campaigns.
  • Comply with CPD hours and ensure completion rate of CFF forms.
  • Adhere to the Bank’s policies, procedures, and observe the sales code of ethics.
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