Relationship Manager

AFFIN Group; Kota Kinabalu; On-site; MYR 36,000 - 60,000; Full time

Job summary

A leading financial services group in Kota Kinabalu seeks a dynamic individual for the role of BANCA distribution executive. The successful candidate will drive the distribution of life and general insurance products within Enterprise Banking, while aiming to achieve specific sales targets. Responsibilities include active customer engagement, product customization, and building strong client relationships. Ideal candidates will possess strong interpersonal skills, a relevant degree, and have a passion for sales and customer service.

Qualifications

• Degree in relevant field necessary.
• Experience in Sales, Marketing or Business administration advantageous.
• Sound knowledge of Bancassurance required.

Responsibilities

• Distribute BANCA products effectively and manage customer expectations.
• Build and maintain long-lasting relationships with customers.
• Customize insurance programs according to client needs.

Skills

Interpersonal skills

Communication skills

Analytical skills

Problem solving

Business acumen

Education

Degree in Marketing, Finance, Business Administration or related disciplines

Tools

MS Office Applications

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 Purpose

Responsible for the distribution of BANCA (Life & General) products for Enterprise Banking. Fulfilment and achievement of assigned BANCA target by the Division.

Accountabilities

• Active distribution of suitable BANCA products to customers of Enterprise Banking
• Customize insurance programs to suit individual clients
• Consistently seek out new customers and develop customer base through networking
• Increase share of wallets for Enterprise Banking BANCA Business
• Provide BANCA advisory or support to Business Centre, Commercial Sales and to perform joint sales, where necessary
• Ensure completeness of documents being submitted and customer due diligence being complied
• Perform transactional servicing or support and manage customers’ expectation
• Participate in business planning, campaigns and tactical plans to increase sales performance
• Observe and adhere to Compliance Policies with strong awareness of BANCA operational risks
• Comply with the Professional Certification requirements, prior to promoting any BANCA products
• Building and maintaining strong, long-lasting customer relationships
• Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products
• Developing in-depth knowledge of company products.
  
  

Job Requirements

• Degree in Marketing, Finance, Business Administration or any other related disciplines.
• Experience in Sales, Marketing & Event or Business administration would be an added advantage.
• Sound knowledge of Bancassurance.
• Strong initiative and positive attitude with good writing, communications, interpersonal skills and influencing skills.
• Possesses good business acumen.
• A proactive individual with good initiative, resourceful and creative.
• Passion for customer service innovation and continuous improvement.
• Excellent interpersonal and communication skills.
• Sound analytical, problem solving with good report writing skills.
• Proficient in MS Office Applications.
• Able to work independently under pressure with tight deadline.