Wealth and Retail Banking Professional
4 days ago
Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world's fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice.
The Job Description
This role is part of our Wealth and Retail Banking team, supporting our mission to drive commerce and prosperity through our unique diversity. As a key member of our bancassurance sales team, you will play a critical role in offering comprehensive bancassurance advice tailored to client needs. You will sell a variety of Bancassurance life insurance products to existing and potential bank customers and provide exceptional customer service with the provision of financial solutions.
Key Responsibilities
- Selling a variety of Bancassurance life insurance products to existing and potential bank customers.
- Providing personalized financial advice based on customer needs.
- Collaborating with stakeholders and Insurance Service Providers (ISP) to ensure seamless execution of sales and services activities.
- Developing a strong understanding of bancassurance products.
- Meeting assigned sales targets and other key metrics as outlined in the scorecard.
- Handling client inquiries and resolving issues related to insurance products.
- Ensuring complete and accurate documentation for all sales transactions in compliance with internal guidelines and regulatory requirements.
Requirements
- Degree or Diploma in any discipline.
- Minimum banking sales experience of 2 years with a proven track record of results.
- Knowledge and sales experience in Life Insurance are essential. Experience in other wealth products is an added advantage.
- Possess PCE/ CEILLI/ TBE/ FIMM licenses before officially starting the role.
- Strong sales drive.
- Great interpersonal skills with the ability to communicate to all parties.
- Collaborative team player with a strong performance orientation and willingness to travel.
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