Kee Chew, Chris Beh Email & Phone Number

Kuala Lumpur, My

Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia

Reports to Head, Sales Management in developing business plans, goal setting, performance tracking and strategy execution. Conduct sales planning meeting, business review, sales training and coaching session for Business Development team and Bank partner.• Work closely with Product Team, internal departments and Bank partner for product design, product proposition, development and roll-out plan.• Conduct product sales training covering wealth management concept, wealth accumulation via… Show more Reports to Head, Sales Management in developing business plans, goal setting, performance tracking and strategy execution. Conduct sales planning meeting, business review, sales training and coaching session for Business Development team and Bank partner.• Work closely with Product Team, internal departments and Bank partner for product design, product proposition, development and roll-out plan.• Conduct product sales training covering wealth management concept, wealth accumulation via investment-linked fund, estate planning and legacy planning to sales person and conduct customer event.• Support regional teams via training, coaching and review, to roll out sales strategy and action plan in driving business target.• Conducted analysis to identify sales opportunity such as potential salespeople for upliftment, optimising productivity and product mapping to meet business target and profit. Show less

• Managing direct marketing and telemarketing channel focusing on internet insurance distribution and telemarketing business via bancassurance partner.• Reporting to Chief Bancassurance Officer in developing business plans, goal setting, performance tracking and strategy execution.• Develop sales concept and marketing idea for bancassurance channel and work with various department for concept roll-out via train-the-trainer session and customer seminars.• Conduct regular sales… Show more • Managing direct marketing and telemarketing channel focusing on internet insurance distribution and telemarketing business via bancassurance partner.• Reporting to Chief Bancassurance Officer in developing business plans, goal setting, performance tracking and strategy execution.• Develop sales concept and marketing idea for bancassurance channel and work with various department for concept roll-out via train-the-trainer session and customer seminars.• Conduct regular sales planning meeting, business performance review, sales training and coaching courses such as selling skills, products knowledge and objection handling sessions in insurance selling.• Rapport building and establish close working relationship with bank partner and its distribution channels in ensuring delivery of regular premium, single premium and credit related insurance sales.• Coordinating new product development, follow up on product approval and liaison with bank partner on new product rollout.• Handholding of internal executive and external sales personnel in sales related field and ensure continues motivation in delivery of desired result.• Managing telemarketing leads review, client segmentation and call strategy for telemarketing business.• Managing bank partner’s request in reports, analysis, tracking and provides support to bank’s distribution channels.• Managing timely delivery of meeting materials, business review presentations, performance decks, tracking reports and campaign tracking.• Coordinating & managing company project for straight-thru processing for direct distribution channel development- website/ mobile apps. Show less

Kuala Lumpur / Penang

Regional Head- In charge or Northern Region- covering Perlis, Kedah, Penang & Perak.- Supervising a team of 5 Business Development Managers/ Executives in delivering sales and support activity to Bancassurance partners. - Conducts business performance review meeting to business partners on monthly basis.- Conducts product training, sales clinic, coaching session to internal staffs and sales staffs from partner bank.- Design action plan and develop activity in ensuring… Show more Regional Head- In charge or Northern Region- covering Perlis, Kedah, Penang & Perak.- Supervising a team of 5 Business Development Managers/ Executives in delivering sales and support activity to Bancassurance partners. - Conducts business performance review meeting to business partners on monthly basis.- Conducts product training, sales clinic, coaching session to internal staffs and sales staffs from partner bank.- Design action plan and develop activity in ensuring partner bank achieve sales target in Credit Related (single premium) and Non-Credit Related (regular / single premium) sales target. - Develop sales idea, sales kit and materials in supporting the ground sales activity.- Assist to conduct interview session for partner bank in recruitment of Bancassurance sales staff.- Ensure prompt follow up and adequate support by the local business development team to partner bank. - Organize of localized campaign and motivation session to boost the sales staff's motivation to drive Bancassurance business.- Host and conduct customer seminar in assisting partner bank in selling Bancassurance products to their client. Show less

Penang, Malaysia

Coaching and supervising sales team of more than 20 to achieve desired sales target in Wealth Management in Bancassurance, Investment, Deposit Products, Debit/ Credit Cards, Will Writing and other banking services.Conducting sales meeting, product training, sales coaching and various of events in driving the Wealth Management products and new customer acquisition.Prepare business plans, action plans, performance review reports, business analysis and brain storming sessions to… Show more Coaching and supervising sales team of more than 20 to achieve desired sales target in Wealth Management in Bancassurance, Investment, Deposit Products, Debit/ Credit Cards, Will Writing and other banking services.Conducting sales meeting, product training, sales coaching and various of events in driving the Wealth Management products and new customer acquisition.Prepare business plans, action plans, performance review reports, business analysis and brain storming sessions to enhance current business position and to generate more sales in delivering higher fee-based profit to the organization.Works closely with senior management, branch managers, business partners and peers in delivering desired sales outcome. Show less

Penang, Malaysia

Managing Bancassurance business in both regular premium & single premium. Taking care a portfolio of 7 branches with consists of Mass Market, Affluent Segment, and High-Net-Worth Premier Banking clients.Supervising team of Insurance Managers in conducting daily business in delivering higher AFYP in Regular Premium business.Conducting business plans, sales review, performance reports, business analysis, development of sales concepts, workshops, meetings for Bancassurance related… Show more Managing Bancassurance business in both regular premium & single premium. Taking care a portfolio of 7 branches with consists of Mass Market, Affluent Segment, and High-Net-Worth Premier Banking clients.Supervising team of Insurance Managers in conducting daily business in delivering higher AFYP in Regular Premium business.Conducting business plans, sales review, performance reports, business analysis, development of sales concepts, workshops, meetings for Bancassurance related business.Conducts sales meetings, product training sessions, sales workshops, insurance trainings to sales persons and managers. Reports to Head of Bancassurance and works closely with Northern Area's Manager, branch managers, sales managers and sales team. Show less

Bachelor Of Information Systems, Information Systems Engineering

Education record