Executive, Loan Transactions (Credit Operations)
rhbsingapore
Full time
Bancassurance Specialist
rhbsingapore· Retail Banking
About this role
Company Description
RHB Singapore is a progressive and growing financial organization. We are committed to creating a fulfilling, dynamic and engaging work environment for our team of more than 15,000 employees across locations in ASEAN.
Job Description
Primary Objective:
- To achieve revenue target and new client acquisition targets for Universal Life and Insurance.
- To monitor clients’ policy summary and recommend diversification to meet clients’ financial needs
- To provide innovative product solutions to address customers' retirement planning, savings and financial protection needs and be a key person for long term sustainability
- To strengthen long-term relationships with our customers by providing excellent customer service
Key Responsibilities:
Client Acquisition
- Secure joint appointment with RMs and increase conversion rate of Universal Life and Insurance products to achieve revenue and new client acquisition targets.
- Acquire new retail clients through developing professional relationships
- Maintain sales standards and robust advisory of Universal Life and Insurance products, in accordance to SLA agreement with business partner.
Client Servicing
- Perform client needs analysis
- Provide clients with advisory on Universal Life and Insurance products towards holistic portfolio management
- Establish an advisory process which RMs can tap on while they are on the go, to facilitate their sales call with clients.
- Conduct joint appointment and visitation with RHB clients
- Perform ongoing servicing of client accounts and identify any potential opportunities with extending banking services.
Working with Internal Partners
- Deepen relationship with partners for wider support and marketing fund to achieve departmental goals.
- Work closely with Insurance partners and Commercial banking to deepen cross-sell ratio and cross unit collaboration
- Train and coach sales staff to ensure high level of competency & productivity in insurance.
Qualifications
Requirements:
- Bachelor Degree in Banking/Business Administration/Economics with CMFAS Certification
- Minimum 5 years of relevant experience in retail banking preferably with experience in advisory or specialist role
- Sound knowledge of Insurance products & services, entrench in customers’ need based approach
- Excellent communication and interpersonal skills
- Highly motivated and a good team player
Additional Information
RHB is a dynamic organization that promotes a work culture of high performance, where its biggest asset, the RHB-ians, are continuously developed & nurtured to their fullest potential through its robust talent management practices.
At RHB, we take PRIDE in our people and our teams. Great relationships built on trust, a ‘leading it right’ environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home.
Frequently Asked Questions
Is the salary disclosed for the Bancassurance Specialist position at rhbsingapore?
The salary for this Bancassurance Specialist role at rhbsingapore is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Bancassurance Specialist position at rhbsingapore located?
This Bancassurance Specialist role at rhbsingapore is based in Singapore, Singapore, , Singapore, sg. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Bancassurance Specialist role at rhbsingapore full-time or part-time?
This is listed as a Full time position. It is posted as a Bancassurance Specialist role in the Retail Banking department at rhbsingapore.
Which team or department does the Bancassurance Specialist at rhbsingapore belong to?
This Bancassurance Specialist position is part of the Retail Banking department at rhbsingapore. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Bancassurance Specialist position at rhbsingapore?
Click the "Apply Now" button on this page. You will be redirected to rhbsingapore's official application portal hosted on smartrecruiters where you can submit your application directly.
When was the Bancassurance Specialist job at rhbsingapore posted?
This Bancassurance Specialist position at rhbsingapore was posted on Sep 3, 2024. Apply as soon as possible — early applications are often reviewed first.
Bancassurance Specialist
rhbsingapore
You'll be redirected to rhbsingapore's official application page on SmartRecruiters.