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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.