Job Description
Role Overview
We are seeking an ambitious individual to join the role of Insurance Product Expert within International Wealth and Premier Banking (IWPB), serving 41 million customers worldwide.
Principal Responsibilities
- Meeting of KPIs
- Meet sales target for Bancassurance in Premier and Premier Elite customer segments.
- Drive productivity, participation, revenue, and sales quality.
- Sales Activities & Management
- Support Relationship Managers and Branch Leaders to improve customer satisfaction.
- Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.
- Identify opportunities for coaching through joint appointments, keeping Relationship Managers updated on new products, market trends, and technical knowledge.