Concept Selling approach to Emerging Affluent/ Affluent customer segment by providing technical support and make appropriate recommendations to suit customers’ needs during joint sales appointment together with Personal Financial Advisor (PFAs).
To support the Insurance and Takaful Bancassurance (Banca) business of Maybank Emerging Affluent Banking, CFS, to deliver Top line & PBT of Protection and Wealth Creation domains through sales activities with Branch, PFAs and campaigns.
Provide training, coaching, mentoring and other pre- and post-sales support needed by the Personal Financial Advisor (PFAs) stationed at MBB Branches.
Establish client relationship treat information received from the client as highly confidentiality
Identify financial goal and KYC Conduct joint sales appointment with PFAs.
Seek/ demand proper briefing on customers’ background from PFAs and formally introduced to the customers (training and coach where...