Bancassurance Specialist at RHB Banking Group

, , Singapore -

Full Time

Start Date

Immediate

Expiry Date

06 Apr, 26

Salary

0.0

Posted On

06 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Acquisition, Client Servicing, Advisory, Insurance Products, Communication Skills, Interpersonal Skills, Team Player, Sales Standards, Portfolio Management, Relationship Building, Training, Coaching, Financial Needs Analysis, Cross-Selling, Customer Service, Product Solutions

Industry

Financial Services

Description

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 long-term 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 cross-sell 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 A mantra for our clients, customers, partners and every member of the RHB family. Yes, you. Our employees are one of the reasons we are here today. Dynamic, forward-thinking and progressive, there is a reason why we are an award-winning financial institution. Join us today and be a part of a winning family. 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. As we grow towards realising our aspirations, we promise a workplace built on the five pillars – RHB Cares; RHB Leads; RHB Inspires; RHB Progresses; and RHB Rewards.

Responsibilities

The Bancassurance Specialist is responsible for achieving revenue and client acquisition targets for Universal Life and Insurance products. They will also provide client advisory services and strengthen relationships through excellent customer service.