Banking Financial Executive

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia AIA

RM 2,300.00 - 4,300.00 (Malaysian Ringgit)

About the job Banking Financial Executive

At FirstWorks Group, our mission is to bring the best jobs to talents from all across Asia.

Company: (Informed once shortlisted)

Job Description

• Promote Bancassurance.
• Engage and assist bank customers.
• Perform prospecting, cold calling, qualifying customers, setting appointments and provide financial advisory service to customers.
• Work with branch colleague to convert leads referral into sales closure.
• Build relationships with bank customers and strengthen rapport for subsequent up‑selling.
• Engage in sales and marketing event at the bank to acquire new customer.
• Provide follow up on the policy servicing services to customer, i.e. payment mode, change in plans, trustee appointment, top ups.

Job Requirements