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JOB PURPOSE

Responsible for the distribution of BANCA (Life & General) products for Enterprise Banking. Fulfilment and achievement of assigned BANCA target by the Division. 

ACCOUNTABILITIES

• Active distribution of suitable BANCA products to customers of Enterprise Banking

• Customize insurance programs to suit individual clients

• Consistently seek out new customers and develop customer base through networking

• Increase share of wallets for Enterprise Banking BANCA Business

• Provide BANCA advisory or support to Business Centre, Commercial Sales and to perform joint sales, where necessary

• Ensure completeness of documents being submitted and customer due diligence being complied

• Perform transactional servicing or support and manage customers’ expectation

• Participate in business planning, campaigns and tactical plans to increase sales performance

• Observe and adhere to Compliance Policies with strong awareness of BANCA operational risks

• Comply with the Professional Certification requirements, prior to promoting any BANCA products

• Building and maintaining strong, long-lasting customer relationships

• Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products

• Developing in-depth knowledge of company products.

JOB REQUIREMENTS

• Degree in Marketing, Finance, Business Administration or any other related disciplines.

• Experience in Sales, Marketing & Event or Business administration would be an added advantage.

• Sound knowledge of Bancassurance.

• Strong initiative and positive attitude with good writing, communications, interpersonal skills and influencing skills.

• Possesses good business acumen.

• A proactive individual with good initiative, resourceful and creative.

• Passion for customer service innovation and continuous improvement.

• Excellent interpersonal and communication skills.

• Sound analytical, problem solving with good report writing skills.

• Proficient in MS Office Applications.

• Able to work independently under pressure with tight deadline.