Bancatakaful Specialist

Affin Pheim; Kuching; On-site; MYR 55,000 - 75,000; Full time

Job summary

Affin Bank is seeking a Bancatakaful Specialist in Kuching to promote STMKB Advisory Takaful products and drive sales activity. You will build strong customer relationships and provide professional financial guidance while meeting regulatory requirements.

The role requires strong communication and interpersonal skills, a team-oriented mindset, and willingness to travel as needed. A service-driven approach and ability to work independently are essential.

Qualifications

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

Responsibilities

• Promote STMKB Advisory Takaful products to Affin customers and perform sales activities.
• Drive personal Advisory Takaful production and plan targets.
• Build long-term profitable relationships with customers with professional service.
• Refer potential customers to relevant parties and ensure targets are met.
• Perform KYC/CDD for financial transactions and ensure compliance.
• Generate leads from walk-ins, bank events, and personal contacts.
• Participate in bank sales and promotional activities.
• Ensure services comply with policies and regulations.

Skills

Sales skills

Customer service

Communication skills

Team player

Self-motivated

Interpersonal skills

Presentation skills

Willing to travel

Adaptability

Education

Bachelor's degree in Finance/Banking Insurance

Tools

MS Office

Job description

## Bancatakaful SpecialistApply: Kuching: Full time: Posted 30+ Days Ago: JR102882# ****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.**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.