Bancassurance Specialist

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.

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
• RHB is a dynamic organization that promotes a work culture of high performance, where its biggest asset, the RHB-ians, 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.

Additional Information

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

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