Financial Services Relationship Manager
3 days ago
This Financial Services Relationship Manager role is responsible for generating bancassurance fee-based income to the division by working closely with relationship managers and insurance providers.
The ideal candidate will have at least 3 to 5 years of relevant financial sales experience, preferably in banking and insurance related fields. They will possess relevant insurance licenses (e.g., PCEIA Life, Family Takaful & CEILLI & TBE) and have strong analytical and interpersonal skills.
In this role, the Financial Services Relationship Manager will achieve assigned bancassurance targets and maximize cross-selling and upselling opportunities for assigned SME and business banking portfolios. They will also develop effective sales strategies and action plans with relationship managers to promote insurance solutions and achieve targeted fee-based income.
Responsibilities- Generate bancassurance fee-based income to the division by working closely with relationship managers and insurance providers.
- Achieve assigned bancassurance targets and maximize cross-selling and upselling opportunities for assigned SME and business banking portfolios.
- Develop effective sales strategies and action plans with relationship managers to promote insurance solutions and achieve targeted fee-based income.
- Onboard new business in collaboration with internal sales teams and life insurance providers.
- Monitor business performance and take proactive corrective action where necessary to promote growth while maintaining profitability.
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