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Personal Banker - Bancassurance

Company

RHB Banking Group

Location

, penang, malaysia, Malaysia

Type

Full-time

Job Description

Sales Planning & Activities

  • Promote, introduce, and market a range of Tokio Marine’s life-insurance products to Bank’s customers (including Whole Life Plan, Endowment Plan, Medical Plan, and Investment Linked Plan).
  • Perform needs-based selling by understanding customers’ financial goals, protection needs, savings, education, medical, and retirement savings.
  • Brief and ensure customers understand the insurance plan features and charges, prepare quotations, and explain product disclosure.
  • Assist customers in handling premium payment, policy enquiry, policy servicing, and claims‑related matters.
  • Prepare and proactively 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...

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