Bancatakaful Specialist

Affin Bank Berhad; Kuala Lumpur; On-site; MYR 33,000 - 67,000; Full time

Job summary

Affin Bank Berhad seeks a proactive sales professional to promote the bank's Advisory Takaful products to customers. You will drive personal Takaful production, build lasting client relationships, and generate qualified leads through walk-ins and events.

The role requires strong communication, presentation and sales skills, with a focus on customer-centric financial planning and compliant service delivery in a dynamic banking environment.

Qualifications

• Certified with Takaful Basic Examination (TBE) for Family Takaful an added advantage.
• Bachelor's degree in Finance/Banking Insurance with some sales/insurance experience preferred.

Responsibilities

• To stay updated with STMKB's Advisory Takaful products and promote them to Affin customers.
• Drives personal Advisory Takaful production and plans actions to hit personal targets.
• Builds long-term profitable relationships with customers through professional service.
• Refers potential customers to relevant Affin products/services and achieves targets.
• Provides financial planning advice and conducts visits to generate leads.
• Acts as Takaful's single point of contact and maintains strong relationships with all parties.
• Performs Know Your Customer (KYC)/Customer Due Diligence (CDD) for transactions.
• Ensures high standards of customer service in line with Affin and STMKB standards.
• Generates own leads from walk-ins, bank events, and personal contacts.
• Participates in the bank's sales and promotion activities.

Skills

Fluent English

Bahasa Malaysia

Sales driven

Customer oriented

Team player

Self-motivated

Interpersonal skills

Problem solving

Presentations

Communication

Education

Bachelor's degree in Finance/Banking Insurance

TBE certification (Family Takaful)

Tools

Computer literacy

Job description

Create your future with Affin! You too can make a difference. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don't just stay at the forefront of the industry- you can make a difference too.

Job Responsibilities

• To be abreast with all STMKB's Advisory Takaful Products and promote them to Affin customers. To perform sales and business activities.
• Drives personal Advisory Takaful production and formulate action plans to achieve personal production target.
• Builds and fosters long term and profitable relationship with customers and potential customers by providing excellent and professional customer service.
• Refers potential customers who may be interested and/or keen in AFFIN's other products/services to relevant parties and ensure optimal achievements of set targets.
• Provides advice on financial planning and perform other service functions (i.e. carry out sales visits, prospecting and early engagements to generate leads).
• Acts as takaful's single point of contact and cultivate excellent relationship with all parties.
• Performs "Know Your Customer" (KYC)/ Customer Due Diligence (CDD) for financial/non-financial transactions.
• Ensures high standards of customer service in line with the quality and standards set by Affin and STMKB.
• To generate own leads from walk-in customers, bank events, and personal contacts.
• Actively participate in the bank's sales and promotion activities.
• Ensure sales and services rendered to customers are in compliant with internal and external policies, guideline as well as regulations.
• To generate own leads from walk-in customers, bank events, and personal contacts.
• Actively participate in the bank's sales and promotion activities.
• Ensure sales and services rendered to customers are in compliant with internal and external policies, guideline as well as regulations.

Qualifications and Experience

• Certified with Takaful Basic Examination (TBE) for Family Takaful will be an added advantage.
• Preferably candidates with Bachelors' degree in Finance/Banking Insurance with knowledge in some working/sales experience in Insurance/ Takaful.

Skills and Knowledge

• Open to all Malaysian citizens only.
• Fluent speaking of English & Bahasa Malaysia.
• Must be a team player, energetic and result oriented with a desire to achieve excellent service.
• Self-motivated and able to work independently with minimum supervision.
• Positive attitude and adaptable to changes in working environment.
• Team player and good interpersonal and problem-solving skills.
• Able to meet timeline & scope under work pressure.
• Strong marketing skills, with the ability to interpret complex financial information.
• Computer literacy at user level.
• Willing to travel.
• Sales driven and strong customer orientation with excellent communication, interpersonal and presentation skills.

People are the heart of AFFIN BANK. We have a positive and supportive environment where we celebrate people's personal growth and encourage them to be the best versions of themselves, both in the workplace and in their community. Join AFFIN as we evolve to become a financial institution of the future, embracing innovation and technology to deliver unrivaled customer service. We're looking for colleagues who share our values and are ready to live them every day. Explore the exciting opportunities and make a real impact on the future of finance. Come be a part of our journey today!

"Always About You"

At AFFIN, we strive to always connect and engage with our customers, to understand their changing needs and aspirations better. It represents our passion and commitment to the community we operate in, enabling us to quickly respond to changes and provide a personalised experience. At AFFIN, our people are aligned to our values of customer centricity, creativity and value creation. Our tagline "Always about you", was crafted to drive loyalty and build our reputation as a creative and innovative financial organisation. Our people are at the heart of what we do and remain the focus of our customer centric culture. It's about the initiatives we take in understanding and prioritising our stakeholders; our customers, employees and shareholders. As we venture through this metamorphosis journey, we are aware of their ever-changing needs and are embracing the new ways of this digital dimension. We put our hearts and minds into everything we do, to ensure that everyone we touch, receives unrivalled customer service.