About the role
Bancassurance Specialist, Personal Financial Services role based on the published job description. Review the original posting for the most detailed responsibilities and qualifications.
BankingOnsite
Key Responsibilities
- Provide tailored financial advisory services to bank customers across various channels
- Meet and exceed individual sales targets through proactive client engagement
- Ensure all advisory interactions maintain high standards of professionalism and integrity
- Maintain strict compliance with the Bank's internal policies and regulatory requirements
Requirements
- University Degree or Diploma with 2+ years of relevant experience (fresh grads welcome)
- Strong sales performance and client relationship-building abilities
- Proficiency in financial advisory services delivery
- CMFAS Modules 5, 9, 9A, and HI accreditation preferred