AFFIN Group

Bancatakaful Specialist

AFFIN Group  •  Malaysia (Onsite)  •  4 months ago
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Job Description

Create your future with Affin! ​​You too can make a difference.

Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too.

• To be abreast with all STMKB’s Advisory Takaful Products and promote them to Affin customers. To perform sales and business activities.

• Drives personal Advisory Takaful production and formulate action plans to achieve personal production target.

• Builds and fosters long term and profitable relationship with customers and potential customers by providing excellent and professional customer service.

• Refers potential customers who may be interested and/or keen in AFFIN’s other products/services to relevant parties and ensure optimal achievements of set targets.

• Provides advice on financial planning and perform other service functions (i.e. carry out sales visits, prospecting and early engagements to generate leads).

• Acts as takaful’s single point of contact and cultivate excellent relationship with all parties.

• Performs “Know Your Customer” (KYC)/ Customer Due Diligence (CDD) for financial/non-financial transactions.

• Ensures high standards of customer service in line with the quality and standards set by Affin and STMKB.

• To generate own leads from walk-in customers, bank events, and personal contacts.

• Actively participate in the bank’s sales and promotion activities.

• Ensure sales and services rendered to customers are in compliant with internal and external policies, guideline as well as regulations.

AFFIN Group

About AFFIN Group

Incorporated on 23 October 1975, AFFIN Group proudly commemorates its 50th anniversary in 2025—a milestone reflecting five decades of steadfast dedication to growth, innovation, and financial excellence, aligned with its vision to be the Most Creative and Innovative Financial Company in Malaysia.

Affin Bank Berhad (“AFFIN BANK”) 197501003274 (25046-T) operates as the financial holding entity of Affin Islamic Bank Berhad (“AFFIN ISLAMIC”) 200501027372 (709506-V), Affin Hwang Investment Bank Berhad (“AFFIN HWANG”) 197301000792 (14389-U), Affin Moneybrokers Sdn Bhd (106666-U). Generali Insurance Malaysia Berhad and Generali Life Insurance Malaysia Berhad are affiliated companies of Affin Bank Berhad.

AFFIN Group provides an array of financial products and services catering to individual, enterprise, commercial, and corporate clients. The focus market segments are categorised under essential business units such as Community Banking, Enterprise Banking, Corporate Banking, Treasury, and Investment Banking. For more information, please visit https://www.affingroup.com.

AFFIN BANK and AFFIN ISLAMIC are members of PIDM.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Kuala Lumpur, MY
Year Founded
Unknown
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