Establish business relationships with customers to enhance rapport for up-selling activities

Provide financial advice and follow up on policy matters with customers

Establish business relationships with customers to enhance rapport for up-selling activities

Provide financial advice and follow up on policy matters with customers

2400005G

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This role is primarily focusing on providing comprehensive need-based bancassurance advisory according to client’s needs. Client focus & well verse with conventional and takaful insurance products in the market is critical for this role. ...

A Junior Administrator sets and achieves high targets to maintain productivity, efficiency and quality standard.

They build and maintain excellent customer relationships through processing a range of basic tasks, while demonstrating a basic understanding of relevant systems, products, processes and procedures to aid delivery of first class service.

They also support other colleagues with basic admin support across a variety of tasks. ...

Supervises assigned team members’ daily activities.

They assist management by evaluating, assigning, and monitoring workflow to ensure work completion and teamwork of the Service Operations team.

They track the teams' production progress towards daily, weekly, and monthly goals and deadlines, and take pro-active steps, maintain thorough and current working knowledge of procedures, methods and regulatory requirements, and partner with other leaders to develop, pilot and execute improvements. ...

Responsibilities:

Sales and Business Development:

Achieve sales targets and objectives for insurance products through the bancassurance channel. ...

New Business

New Business cases uploading into system as well as manual data entry within stipulated TAT

To ensure New Business Application processed within TAT until issuance of Letter of Pending Follow up / Letter of Acceptance / Letter of Decline / Letter of Deferred / Letter of Cancellation / Letter of Non Taken Up/ Adjustment Letter and Counter Offer Letter and if any with premium to be refund. ...

Working Hours : 8am – 5pm

Job Responsibilities:

Building relationships with clients and promoting our bancassurance products ...

1) Staff Perks & Benefit - An attractive remuneration package and a wide range of benefits which amongst others include medical, insurance coverage, staff housing loan, staff car loan etc.

2) Training & Coaching - Continuous learning & development of financial knowledge & advisory skills

3) Personal Development & Professional Growth - Ability to communicate with people confidently and providing professional financial advice in managing client’s wealth portfolio ...

Job Responsibilities:

To work closely with the Area Managers and RMs to strategizing and identifying potential customers,

Meeting/following up with clients, ...

Engage appointments to cross-sell insurance products and close deals

Comply with Banking policies and procedures.

Requirement ...

Engage appointments to cross-sell insurance products and close deals

Comply with Banking policies and procedures.

Requirement ...

Engage appointments to cross-sell insurance products and close deals

Comply with Banking policies and procedures.

Requirement ...

Bachelor's degree or above in related disciplines

Minimum 4-5 years of relevant experience within marketing, preferably with a focus on events

Experience within insurance/banking, especially bancassurance will be an advantage ...

Bachelor's degree or above in related disciplines

Minimum 4-5 years of relevant experience within marketing, preferably with a focus on events

Experience within insurance/banking, especially bancassurance will be an advantage ...

Job Function:

Responsible for managing and providing sales support services to sales management, business development team and business partner, i.e. to work closely with team member, Bancassurance stakeholders internally (operations & sales channels) and externally (bank partners) to achieve business objectives in the areas of sales administration and support.

Key Duties & Responsibilities: ...

Perlis

Kedah

Perak ...

Working Hours : 8am – 5pm

Job Responsibilities:

Building relationships with clients and promoting our bancassurance products ...

Participate in sales and marketing events to acquire new customers

Establish business relationships with customers to enhance rapport for up-selling activities

Provide financial advice and follow up on policy matters with customers ...

Participate in sales and marketing events to acquire new customers

Establish business relationships with customers to enhance rapport for up-selling activities

Provide financial advice and follow up on policy matters with customers ...

Participate in sales and marketing events to acquire new customers

Establish business relationships with customers to enhance rapport for up-selling activities

Provide financial advice and follow up on policy matters with customers ...

Completing financial needs analysis,

To follow-up with potential customers after appointment, closure and attending to customer's request on the policy until it turn into production,

To review client insurance policies to identify insurance gap, ...

Completing financial needs analysis,

To follow-up with potential customers after appointment, closure and attending to customer's request on the policy until it turn into production,

To review client insurance policies to identify insurance gap, ...

Job Responsibilities:

To work closely with the Area Managers and RMs to strategizing and identifying potential customers,

Meeting/following up with clients, ...

Drive sales/marketing campaigns to increase sales production and other activities;

Develop new products and work with insurance providers for the best product proposition;

Responsible for joint marketing & providing technical advice in improving business and providing a comprehensive solution to client financial needs; ...

Participate in sales and marketing events to acquire new customers

Establish business relationships with customers to enhance rapport for up-selling activities

Provide financial advice and follow up on policy matters with customers ...

Participate in sales and marketing events to acquire new customers

Establish business relationships with customers to enhance rapport for up-selling activities

Provide financial advice and follow up on policy matters with customers ...

Drive sales/marketing campaigns to increase sales production and other activities;

Develop new products and work with insurance providers for the best product proposition;

Responsible for joint marketing & providing technical advice in improving business and providing a comprehensive solution to client financial needs; ...