Senior Financial Services Consultant

Alliance Bank Malaysia Berhad

AI-generated summary

Close bancassurance deals: prospect walk-ins & leads, fact-find, close and service
Embedded in branches, partner with staff and RMs to tap the bank customer base.
Hit targets run mobile client meetings, own portfolios and hone advisory skills!

Undisclosed

MY, 85000, Kuala Lumpur

Full-Time

Job Description

KEY RESPONSIBILITIES

To foster a healthy relationship with branch staffs and Branch Manager, in order to have referrals.
To focus on the walk-in customers and tap on the bank’s database to cross-sell bancassurance products to the clients.
To pro-actively communicate with the branch staffs about the products and services offered.
To be part of the branch’s team and work with Relationship Manager to increase insurance sales penetration to PB/AP clients
Mobile in sales to meet clients
Obtain business resources from referral and leads
Perform entire sales process
Perform after sales servicing
Establish & strengthen customer relationships
To meet sales target set by the Bank
To maintain good rapport/relationships with customers and branch staffs to ensure effective liaison, coordination and efficiency of operations.

Sales Management

To achieve the target percentage of successful closure as stated by the Business
To conduct fact find, insurance need analysis for clients and ensure prompt advise and solutions are offered to clients
To work as a team in generating ideas and action plans on how to increase the activity and sale of insurance products
Knowledgeable in the Bank’s products including features, benefits, promotional campaigns, and procedures.
To provides personal financial advisory services to prospective customers.
To maintain given persistency and cooling off ratios

Customer Management

To ensure that customer enquiries are promptly attended to within TAT.
To ensure a systematic review process for existing policyholders
To provide regular feedback on issues pertaining to latest development in the market place and customers’ changing needs and requirements.

Compliance

To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
To ensure proper sales compliance and no mis-selling
To ensure fulfillment of CPE hours for licensing renewal

Job Requirements

Company Benefits

Career Development and Growth:

Comprehensive training and development programs.

Competitive Compensation and Benefits

Performance-based bonuses and incentives. Health and medical insurance coverage for employees and their dependents.

Inclusive and Diverse Workplace

Commitment to diversity and inclusion.

Additional Info

Company Activity

Last active - few hours ago

Experience Level

0 - 10 Years of Experience

Job Specialisation

Financial Services & Banking

General Sales

Key Account / Relationship Management

Company Profile

Alliance Bank Malaysia Berhad

We believe that banking should be more than just a transactional experience. Beyond just a bank, we strive to be a true partner that supports our customers through every stage of their financial journey. We offer a wide range of solutions for any of life’s events, and aspire to be the bank for the entire lifetime of our customers. We want our customers to recognise that we are committed to providing personalised,...