jobs in Alliance Bank Malaysia Berhad

全职 Bancassurance Advisor 工作, 薪水, Alliance Bank Malaysia Berhad Federal Territory 公司招聘中 - Ricebowl

Bancassurance Advisor

Alliance Bank Malaysia Berhad

全职

KL City, Federal Territory

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工作地点

  • Kuala Lumpur Federal Territory Malaysia

职位描述

岗位职责

  • Customer Engagement & Sales
  • Proactively engage with bank customers to identify insurance and financial protection needs.
  • Promote suitable life insurance, and savings/investment-linked solutions.
  • Conduct financial needs analysis (FNA) and recommend appropriate products based on customer requirements.
  • Achieve individual sales targets and Key Performance Indicators (KPIs).
  • Generate referrals and develop opportunities from branch walk-in customers and bank leads.
  • Cross-sell and up-sell insurance solutions to existing customers.
  • Relationship Management
  • Build and maintain strong relationships with branch staff, relationship managers, and customers.
  • Provide excellent after-sales service and policy review support.
  • Follow up on customer enquiries, quotations, and policy applications promptly.
  • Ensure high customer satisfaction and retention.
  • Business Development
  • Conduct branch sales activities, customer events, and campaigns to generate new business.
  • Participate in roadshows, marketing events, and financial awareness programs.
  • Identify market opportunities within assigned branches and customer segments.
  • Work closely with branch management to maximize bancassurance penetration.
  • Compliance & Governance
  • Ensure all sales activities comply with regulatory requirements, company guidelines, and bank policies.
  • Maintain proper documentation and complete sales records accurately.
  • Practice responsible selling and provide fair and transparent product disclosures.
  • Complete all mandatory training and certifications as required by regulators and the organization.
  • Product Knowledge & Training
  • Maintain up-to-date knowledge of insurance products, market trends, and competitor offerings.
  • Attend regular product briefings, sales meetings, and training sessions.
  • Share product knowledge and sales best practices with branch staff when required.
  • Support branch staff in understanding bancassurance propositions and referral processes.
  • Reporting & Administration
  • Track sales performance and pipeline activities.
  • Prepare and submit sales reports and customer activity updates.
  • Monitor pending applications and ensure timely policy issuance.
  • Manage customer information in accordance with data privacy requirements.

Required Competencies

Technical Competencies

  • Insurance product knowledge.
  • Financial needs analysis and advisory skills.
  • Sales and negotiation techniques.
  • Regulatory and compliance understanding.

Behavioral Competencies

  • Customer-centric mindset.
  • Strong communication and interpersonal skills.
  • Results-oriented and self-motivated.
  • Team collaboration and relationship building.
  • Integrity and professionalism.

重要安全守则

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