Job Description
Job Functions:
• Drive retail banking and channel sales performance by developing and executing strategic marketing plans
to achieve revenue and activation targets.
• Support day-to-day operations of Banca Heads and ensure attainment of sales goals.
• Collaborate with internal departments (e.g., BLU, Finance, Claims, Policy Services) to support sales
operations and service delivery.
• Prepare and submit regular productivity, sales, and performance reports (daily, weekly, monthly, quarterly,
and annual).
• Handle client and partner requests, including quotations, policy issuance, and issue resolution.
• Ensure compliance of sales processes with underwriting and technical procedures.
• Manage relationships with key business partners, including bank relationship managers and distribution
channel officers.
• Address and resolve operational, client, and distributor-relat...
• Drive retail banking and channel sales performance by developing and executing strategic marketing plans
to achieve revenue and activation targets.
• Support day-to-day operations of Banca Heads and ensure attainment of sales goals.
• Collaborate with internal departments (e.g., BLU, Finance, Claims, Policy Services) to support sales
operations and service delivery.
• Prepare and submit regular productivity, sales, and performance reports (daily, weekly, monthly, quarterly,
and annual).
• Handle client and partner requests, including quotations, policy issuance, and issue resolution.
• Ensure compliance of sales processes with underwriting and technical procedures.
• Manage relationships with key business partners, including bank relationship managers and distribution
channel officers.
• Address and resolve operational, client, and distributor-relat...