RHB Bank
Personal Banker - Bancassurance
Kuala Lumpur, Malaysia (city only)
Full-time
First seen by offpeak October 22, 2026
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PRIMARY OBJECTIVE
- 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 professionally sell a wide range of banca products to existing and prospective customers
- To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets
- To maintain regular contacts with customers to develop relationship for higher share of customers’ wallet
- Participate in branch/region/Bank sales activities and campaigns to achieve deliverables
- Prepare and pro-actively execute sales
KEY RESPONSIBILITY
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)
- To perform needs based selling by understanding customer’s financial goal, protection need, saving, education, medical and retirement saving
- Brief and ensure customers understand the insurance plan features, charges and prepare quotations and explanation of product disclosure
- Assist customers in handling premium payment, policy enquiry, policy servicing and claims related matters
- Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
- Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention
- Plan and identify cross selling/up selling to increase customers’ PHR and revenue
- Set appointments, sales visitations, prospecting and engagement with customers
Sales Management
- Maintain regular contact with existing customers to foster closer relationship and for referrals
- 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