Bancassurance Specialist

Singapore, Singapore

Job Description


Company DescriptionRHB Singapore is a progressive and growing financial organization. We are committed to creating a fulfilling, dynamic and engaging work environment for our team of more than 15,000 employees across locations in ASEAN.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.
QualificationsRequirements:
  • 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
Additional InformationRHB 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.

RHB Bank

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Job Detail

  • Job Id
    JD1462229
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Singapore, Singapore
  • Education
    Not mentioned