China Bank
Financial Services
FinancialSalesAssociate
“Financial Sales Associate at China Bank. Skills: Bancassurance sales, Life insurance solutions, Wealth management solutions, Client relationship management, Sales target achievement. Providing life insurance and wealth management solutions to clients. Working closely with branch sales and service teams”
What You'll Achieve.
Achieving sales goals and targets; Improve account profitability; Expand business
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 and wealth management solutions to clients
Working closely with branch sales and service teams
Strengthening long-term relationships with clients
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
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
How You'll Work.
Team & Collaboration
Work closely with branch sales and service teams; Regularly reviews and adjusts plans with the Area and Branch Manager; Sometimes jointly with the Branch Manager conduct market/competitor shopping, client mapping, telesales, sales calls, and on-site product presentations; Conduct regular leads planning with BM
Communication Scope
Good interpersonal and communication skills
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