Sales Mgr, Banca

5-7 years
13 days ago
Job Description


Primary Objective:
  • Lead, guide and coach a team of PB Banca to achieve sales/revenue target assigned
  • Strategize and execute sales plans, cross selling, up selling and engagement with customers for acquisition, retention and referral
  • To promote various type of life-insurance products by Tokio Marine Life Insurance Malaysia Bhd under the exclusive Bancassurance Partnership between RHB Bank and Tokio Marine
  • To maintain regular contacts with customers to develop relationship for higher share of customers wallet
  • Conduct briefing and engagement to PB Banca and participate in branch/region/Bank sales activities and campaigns

Key Responsibilities:

Sales Planning & Activities

  • Promote, introduce and market a range of Tokio Marine's life-insurance products to Bank's customer (including Whole Life Plan, Endowment Plan, Medical Plan and Investment Linked Plan)
  • Plan and strategize sales activities and participate in roadshows/ campaigns organized by Bank/Region

Sales Management

  • Maintain regular contact with existing customers to foster closer relationship and for referrals
  • Develop clientele networking list and records of existing Bank's customer and NTB customers for acquisition and increase customer PHR
  • Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
  • Comply with CPD hours and to ensure completion rate of CFF forms
  • Compliance to Bank's policy, procedures and observe sales code of ethics

Staff Management

  • Provide guidance and motivate PB Banca on prospecting to sales techniques and to coach them for peak performance
  • Periodic briefing and update on promotions, campaigns and products to PB Banca
Bachelor Degree - Any related field(s).

  • Minimum 5 years sales experience preferably in wealth and banca products with FIs
  • Pleasant personality with excellent verbal and written communication skills
  • Possess relevant licenses required for the portfolio
  • Sales and results oriented
  • Good interpersonal and relationship building skill

Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards

RHB Banking Group is a multinational regional financial services provider that is committed to delivering complete solutions to customers through differentiated segment offerings and an ecosystem that supports simple, fast and seamless customer experiences, underpinned by a cohesive and inspired workforce, and relationships built with stakeholders.