About the role
Job Summary**
The Personal Banker - Bancassurance is responsible for building and maintaining strong customer relationships, identifying financial needs, and cross-selling bancassurance products to achieve sales targets and enhance customer value.
Job Responsibilities**
- Proactively engage with existing and potential customers to identify their financial needs and provide suitable bancassurance product solutions (e.g., life insurance, general insurance, unit trusts).
- Achieve individual and team sales targets for bancassurance products, ensuring compliance with all regulatory requirements and internal policies.
- Conduct financial needs analysis and provide professional advice to customers on wealth management, protection, and investment products.
- Build and maintain a robust customer portfolio, ensuring high levels of customer satisfaction and retention.
- Process bancassurance product applications accurately and efficiently, adhering to established service level agreements.
- Collaborate with other bank departments to leverage cross-selling opportunities and provide holistic financial solutions to customers.
- Stay updated on market trends, product knowledge, and regulatory changes within the bancassurance industry.
- Handle customer inquiries, complaints, and service requests related to bancassurance products in a timely and professional manner.
- Participate in training programs and workshops to enhance product knowledge and sales skills.
Job Qualifications**
- Bachelor's Degree in Business, Finance, Marketing, or a related field.
- Minimum of 2 years of experience in sales, preferably in banking, insurance, or financial services.
- Possession of relevant insurance licenses (e.g., PCE, CEILI, TBE) is mandatory.
- Proven track record of achieving sales targets.
- Strong interpersonal and communication skills, with the ability to build rapport with diverse customer segments.
- Excellent negotiation and presentation skills.
- Customer-centric mindset with a passion for helping clients achieve their financial goals.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in Microsoft Office Suite.
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