Diksha Technologies
Financial Executive
Skills
11 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:
14 October 2026
What they need
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.
Pay: RM3,500.00 - RM7,000.00 per month
Work Location: In person
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