job description
Join RHB Bank as a Personal Banker – Bancassurance in the vibrant and growing financial hubs of Bali. This is a unique opportunity to combine your passion for customer service with financial advisory expertise, helping clients secure their future through tailored life insurance and banking solutions.
In this dynamic role, you will engage with a diverse clientele, identify their financial needs, and recommend personalized bancassurance products that align with their goals. Your ability to build trust and deliver exceptional service will drive sales growth while expanding your professional portfolio in one of Southeast Asia’s most promising markets.
Bali’s thriving expat and local communities offer an ideal environment for ambitious professionals seeking to make an impact in the banking and insurance sector. With RHB Bank’s strong reputation and supportive team, you’ll have the tools and resources to excel in this rewarding career.
Responsibility
- Provide personalized financial consultations to clients, assessing their needs for life insurance and banking products.
- Promote and sell bancassurance solutions, including life insurance, investment-linked policies, and savings plans.
- Build and maintain long-term relationships with clients through proactive follow-ups and exceptional service.
- Achieve monthly and quarterly sales targets by identifying opportunities and converting leads into closed deals.
- Collaborate with branch teams to integrate bancassurance offerings into the bank’s retail services.
- Stay updated on industry trends, product knowledge, and regulatory changes to provide accurate and compliant advice.
- Conduct financial literacy workshops or one-on-one sessions to educate clients on the benefits of bancassurance.
- Maintain detailed records of client interactions, sales activities, and portfolio performance for reporting and analysis.
Qualifications
- Minimum Diploma or Bachelor’s degree in Finance, Business, Economics, or a related field.
- Proven experience in sales, banking, or insurance, with a track record of meeting or exceeding targets.
- Strong communication and interpersonal skills to engage with diverse clients effectively.
- Familiarity with bancassurance products, life insurance, and financial planning is a plus.
- Self-motivated with a results-driven mindset and the ability to work independently or in a team.
- Proficiency in English and Indonesian (written and verbal) to serve both local and expatriate clients.
- Willingness to travel within the assigned regions (Canggu, Ubud, Denpasar, etc.) as required.
- Certifications in insurance or banking (e.g., AAJI, CFP) are advantageous but not mandatory.