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
