Bancassurance Specialist
Bancassurance Specialist
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Job Description
Primary Objective:
- To achieve revenue target and new client acquisition targets for Universal Life and Insurance.
- To monitor clients policy summary and recommend diversification to meet clients financial needs
- To provide innovative product solutions to address customers retirement planning savings and financial protection needs and be a key person for long term sustainability
- To strengthen longterm relationships with our customers by providing excellent customer service
Key Responsibilities:
Client Acquisition
- Secure joint appointment with RMs and increase conversion rate of Universal Life and Insurance products to achieve revenue and new client acquisition targets.
- Acquire new retail clients through developing professional relationships
- Maintain sales standards and robust advisory of Universal Life and Insurance products in accordance to SLA agreement with business partner.
Client Servicing
- Perform client needs analysis
- Provide clients with advisory on Universal Life and Insurance products towards holistic portfolio management
- Establish an advisory process which RMs can tap on while they are on the go to facilitate their sales call with clients.
- Conduct joint appointment and visitation with RHB clients
- Perform ongoing servicing of client accounts and identify any potential opportunities with extending banking services.
Working with Internal Partners
- Deepen relationship with partners for wider support and marketing fund to achieve departmental goals.
- Work closely with Insurance partners and Commercial banking to deepen crosssell ratio and cross unit collaboration
- Train and coach sales staff to ensure high level of competency & productivity in insurance.
Qualifications :
Requirements:
- Bachelor Degree in Banking/Business Administration/Economics with CMFAS Certification
- Minimum 5 years of relevant experience in retail banking preferably with experience in advisory or specialist role
- Sound knowledge of Insurance products & services entrench in customers need based approach
- Excellent communication and interpersonal skills
- Highly motivated and a good team player
Additional Information :
RHB is a dynamic organization that promotes a work culture of high performance where its biggest asset the RHBians are continuously developed & nurtured to their fullest potential through its robust talent management practices.
At RHB we take PRIDE in our people and our teams. Great relationships built on trust a leading it right environment challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
