Senior Financial Service Consultant


MY, 41200

Category:  Permanent
Facility:  1096
  1. To foster a healthy relationship with branch staffs and branch manager, in order to have referrals.
  2. To focus on the walk-in customers and tap on the bank’s database to cross-sell bancassurance products to the clients.
  3. To pro-actively communicate with the branch staffs about the products and services offered.
  4. To be part of the branch’s team and refer clients to the PFCs/CRMs.
  5. Mobile in sales to meet clients
  6. Obtain business resources from referral and leads
  7. Perform entire sales process
  8. Perform after sales servicing
  9. Establish & strengthen customer relationships
  10. To meet sales target set by the Bank
  11. To maintain good rapport/relationships with customers and branch staffs to ensure effective liaison, coordination and efficiency of operations.


Sales Management

  • To achieve the target percentage of successful closure as stated by the Business
  • To conduct fact find, insurance need analysis for clients and ensure prompt advise and solutions are offered to clients
  • To work as a team in generating ideas and action plans on how to increase the activity and sale of insurance products
  • Knowledgeable in the Bank’s products including features, benefits, promotional campaigns, and procedures.
  • To provides personal financial advisory services to prospective customers.
  • To maintain given persistency and cooling off ratios


Customer Management

  • To ensure that customer enquiries are promptly attended to
  • To ensure a systematic review process for existing policyholders
  • To provide regular feedback on issues pertaining to latest development in the market place and customers’ changing needs and requirements.



  • To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
  •   To ensure compliance with all regulations and controls as set by the Bank and external regulatory