Location
, sabah, malaysia
Job Type
Full-time
Posted
July 08, 2026
Job Description
- Concept Selling approach to Emerging Affluent/ Affluent customer segment by providing technical support and make appropriate recommendations to suit customers’ needs during joint sales appointment together with Personal Financial Advisor (PFAs).
- To support the Insurance and Takaful Bancassurance (Banca) business of Maybank Emerging Affluent Banking, CFS, to deliver Top line & PBT of Protection and Wealth Creation domains through sales activities with Branch, PFAs and campaigns.
- Provide training, coaching, mentoring and other pre- and post-sales support needed by the Personal Financial Advisor (PFAs) stationed at MBB Branches.
- Establish client relationship treat information received from the client as highly confidentiality
- Identify financial goal and KYC Conduct joint sales appointment with PFAs.
- Seek/ demand proper briefing on customers’ background from PFAs and formally introduced to the customers (training and coach where...
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