Work closely with Branch Leaders to lead Personal Financial Consultants & Relationship Managers to achieve Bancassurance sales target of assigned banking branches.
Business development and pipeline ownership: Drive new business by proactively engaging brands, agencies, and strategic partners. Own the full sales cycle from prospecting and pitching to closing, and build a healthy, growing pipeline from the outset.
Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;
To promote various type of life-insurance products by Tokio Marine Life Insurance Malaysia Bhd under the exclusive Bancassurance Partnership between RHB Bank and Tokio Marine
Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Represent the hotel to prospective clients: Serve as the primary point of contact for customers seeking group rooms, meeting space, and food and beverage services
Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.