China Bank
Financial Services
FinancialSalesAssociate
“Financial Sales Associate at China Bank. Skills: Life insurance solutions, Wealth management solutions, Sales, Customer service, Client relationship management. Providing life insurance solutions to bank’s clients. Providing life insurance and wealth management solutions to China Bank's clients”
What You'll Achieve.
Achieving sales goals and targets; Lead generation; Lead conversion; Account acquisition; Account maintenance; Repeat business; Deepening and cross-selling of MCBL products; Improve account profitability; Expand business; Timely and expeditious handling of clients’ financial needs and requirements; New business acquisitions; Generate quality sales leads
Industry & Context.
What They're Looking For.
Must Have
Bachelor's/College Degree
Nice to Have
Work experience in bancassurance sales, Sales and customer service experience gained from banking, transport, pharmaceutical, FMCG, hospitality and IT industries, Self-driven and highly motivated, Personable, with good interpersonal and communication skills
What You'll Do.
Providing life insurance solutions to bank’s clients
Providing life insurance and wealth management solutions to China Bank's clients
Working closely with branch sales and service teams to provide innovative product solutions
Strengthening long-term relationships with clients by providing excellent customer service
Assisting the Business Center in achieving sales goals and targets
Preparing Monthly Sales Call Plans and Daily Sales Call Report
Conducting client calls
and other sales activities
Preparing other reports required by Management
Generating new account relationships
deepening and broadening existing relationships
Performing account handling and maintenance tasks
Maintaining cordial working relations with clients
Preparing and ensuring availability of documentary requirements
Conducting market/competitor shopping
and on-site product presentations
Promoting & facilitating referrals of MCBL products and services
Conducting proper Know-Your-Customer (KYC) procedures and Customer Due Diligence (CDD) / Enhanced Due Diligence (EDD)
Ensuring daily email communications are checked and attended to
conferences and related learning activities
Compliance to all HR System requirements and other HR deliverables
Ensuring 100% completion of compliance trainings
Strict adherence to all customer protection
data handling and other compliance
policy and regulatory requirements
Conducting policy review
Conducting post sales service to all clients
Real-time escalation of complaints to concerned units
Facilitating collection via ADA
over-the-counter or cheque payments
Conducting regular leads planning with BM to be able to generate quality sales leads
Other relevant task/s that may be assigned from time to time
How You'll Work.
Team & Collaboration
Work in coordination with branch. Sales and service teams; Work closely with branch sales and service teams to provide innovative product solutions; Regularly reviews and adjusts plans with the Area and Branch Manager; Conducts market/competitor shopping, client mapping, telesales, sales calls, and on-site product presentations for new business acquisitions, sometimes jointly with the Branch Manager; Conduct regular leads planning with BM
Communication Scope
Good interpersonal and communication skills
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