Walk-in || Financial Services Consultant

Role & responsibilities

• Liaise with banks branch staff and build effective relationships to maximize the business opportunity
• Provide knowledge about the insurance products and support banks branch staff through training to enable them to generate new business, understand customer needs and recommend suitable life insurance products to customers
• Provide training to the bank branch staff to equip them to sell insurance products to customers and assist them in revenue generation
• Provide guidance to the banks branch staff in servicing existing customers, solve their queries and concerns and ensure the quality of business is maintained consistently
• Enable business procured through banks branch staff is aligned to business quality metrics
• Exercise due diligence to prevent unauthorized/ fraudulent transactions