Senior Financial Services Consultant

KEY RESPONSIBILITIES

To foster a healthy relationship with branch staffs and Branch Manager, in order to have referrals. To focus on the walk-in customers and tap on the bank’s database to cross-sell bancassurance products to the clients. To pro-actively communicate with the branch staffs about the products and services offered. To be part of the branch’s team and work with Relationship Manager to increase insurance sales penetration to PB/AP clients Mobile in sales to meet clients Obtain business resources from referral and leads Perform entire sales process Perform after sales servicing Establish & strengthen customer relationships To meet sales target set by the Bank To maintain good rapport/relationships with customers and branch staffs to ensure effective liaison, coordination and efficiency of operations.

Sales Management To achieve the target percentage of successful closure as stated by the Business To conduct fact find, insurance need analysis for clients and ensure prompt advise and solutions are offered to clients To work as a team in generating ideas and action plans on how to increase the activity and sale of insurance products Knowledgeable in the Bank’s products including features, benefits, promotional campaigns, and procedures.

To provides personal financial advisory services to prospective customers. To maintain given persistency and cooling off ratios Customer Management To ensure that customer enquiries are promptly attended to within TAT. To ensure a systematic review process for existing policyholders To provide regular feedback on issues pertaining to latest development in the market place and customers’ changing needs and requirements.

Compliance To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit. To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities. To ensure proper sales compliance and no mis-selling To ensure fulfillment of CPE hours for licensing renewal