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Bancassurance Advisor, Pfs Deposit
2 weeks ago
About UOB
United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America.
In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices.
Our history spans more than 80 years. Over this time, we have been guided by our values — Honorable, Enterprising, United and Committed.This means we always strive to do what is right, build for the future, work as one team and pursue long-term success.
It is how we work, consistently, be it towards the company, our colleagues or our customers.Responsibilities:
Sales Tasks
- Build relationship with Sales channels.
- Evaluate customer's needs and provide suitable insurance products.
- Ensure that all service requirements are met internally and externally by coordinating with providers on medicals facilitated and ensure customers are satisfied.
- Maintain and manage good relationships with customers
- Build sales activities plans.
- Strictly abide by the requirements of compliance & internal control on sales activities.
- Report directly to Head of Banca Sales.
- Report daily/weekly/monthly sales performance.
Job Requirements
Mandatory
- At least 02 years in Insurance / Banking / Finance industry.
- High sense of responsibility & diligence.
- Good interpersonal and communication skills
- Banca experience is preferable
- Diploma, Graduates / MBAs of formal education is desirable.
- Presentation/Training Skills
- Customer Orientation
- Energy, Drive, and Initiative
- Microsoft Offices (Good)
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