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financial executive

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Onsite

financial executive

Diksha Technologies

financial executive

Skills

Cold Calling

18 days ago

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Important information


Contract type:

Permanent

Location:

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Work mode:

Onsite

Published on:

8 October 2026

What they need


Bank Financial Executive (Bancassurance Sales - Nationwide)

Job summary:

Help Bank customers to financially plan for their future through wealth protection, accumulation

and distribution.

Key selling points

 Meaningful and rewarding career

 Attractive compensation and benefit

 Career growth and recognition

Job Responsibility:

Responsible to sell and marketing Bancassurance products at Partner Bank's branches (nation-wide)

Perform prospecting, cold calling, qualifying customers, setting appointments andprovide financial advisory service to customer

Work with branch colleague to convert leads referral into sales closure.

To build relationships with bank customers and strengthen rapport for subsequent up-selling

Engage in sales and marketing event at the bank to acquire new customer.

Provide follow up on the policy servicing services to customer, i.e. payment mode,change in plans, trustee appointment, top-ups.

Who is qualified?

Candidate with 3 years or above relevant experiences is added advantage.

Anyone with working experienced are welcome. Coaching and buddy support system

are well established for freshy

Candidate possess at least Diploma/Degree or,

SPM holders must obtained 5 passes (inclusive BM) and at least full 3 years working

experience

An outgoing personality and able to engage conversation with all level of people

Good communication in Mandarin and English will have added advantages due to

business needs

Individual who likes challenge yourself, resourceful, results driven and aspire to achieve

high variable income

Vacancies are available nationwide

Pay: RM3,500.00 - RM8,000.00 per month

Work Location: In person

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