Senior Bancassurance Advisor

Responsibilities

• To foster a healthy relationship with branch staffs and branch manager, in order to have referrals.
• To focus on the walk-in customers and tap on the bank’s database to cross-sell bancassurance products to the clients.
• To pro-actively communicate with the branch staffs about the products and services offered.
• To be part of the branch’s team and refer clients to the PFCs/CRMs.
• Mobile in sales to meet clients
• Obtain business resources from referral and leads
• Perform entire sales process
• Perform after sales servicing
• Establish & strengthen customer relationships
• To meet sales target set by the Bank
• To maintain good rapport/relationships with customers and branch staffs to ensure effective liaison, coordination and efficiency of operations.
• To achieve the target percentage of successful closure as stated by the Business
• To conduct fac...