Bancatakaful Specialist

AFFIN Group; Kuala Lumpur; On-site; MYR 33,480 - 55,800; Full time

Job summary

AFFIN Group in Kuala Lumpur is seeking candidates to drive sales for Advisory Takaful Products, actively engaging customers and providing financial planning advice. This role emphasizes building profitable relationships and delivering excellent customer service.

Ideal candidates will have a Bachelor's degree in Finance/Banking with relevant experience. Strong marketing and interpersonal skills are essential, alongside fluency in English and Bahasa Malaysia.

Qualifications

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

Responsibilities

• Promote Advisory Takaful Products to customers.
• Drive personal Advisory Takaful production.
• Build long-term relationships with customers.
• Provide advice on financial planning.
• Act as single point of contact for takaful.
• Maintain high standards of customer service.

Skills

Fluent in English & Bahasa Malaysia

Team player

Strong marketing skills

Self-motivated

Excellent communication skills

Education

Bachelor's degree in Finance/Banking Insurance

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, and perform sales and business activities.
• Drive personal Advisory Takaful production and formulate action plans to achieve personal production target.
• Build and foster long‑term and profitable relationships with customers and potential customers by providing excellent and professional customer service.
• Refer 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.
• Provide advice on financial planning and perform other service functions (e.g., carry out sales visits, prospecting and early engagements to generate leads).
• Act as takaful’s single point of contact and cultivate excellent relationships with all parties.
• Perform “Know Your Customer” (KYC)/ Customer Due Diligence (CDD) for financial/non‑financial transactions.
• Maintain high standards of customer service in line with the quality and standards set by Affin and STMKB.
• 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 compliant with internal and external policies, guidelines 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.