Bancassurance Sales Officer

Requirements
1. An honours Degree in BusinessFinance, Business
Administration, Commerce,
Quantitative Economics,
Management and Business
Statistics or any other related
field from a recognized
University
2. A Certificate of Proficiency in
Insurance3. A Certificate In Insuranc

1. Contribute to the implementationof strategies necessary to generate
leads and close business as per the
set business goals/targets i.e.
2. Identify markets, cross selling, Up
selling, prepare quotations,
schedule meetings, activations,
and presentations with potential
clients (working closely with the
specified Officers).
3. Keep track of client Insurance
Renewals (Prepare renewal
documents, quotes), closing
instructions and proposal forms
for clients. Communicates with
insurers on any negotiations
and/or following requests from
clients.
4. Ensure timely collection of
customer premiums and make
reminder premium payment calls
or issue demand notices to
customers so as to meet regulationrequirements
5. Support Insurance productivity(Both Life & Non-Life) from the
Bank branches through training
and customer engagement in
liaison with the Specified
Officer(s).
6. Work closely with the Insurance
Companies to ensure efficient
delivery of services to Bank
customers i.e., engage in
operational review meetings
7. Preparation and sharing of weekly
reports to both Retail and
Corporate segments to drive sales
growth.
8. Conduct inspections, risk
assessments, client trainings, client
visits and service on a day-to-day
basis – to drive pipeline activities
along with the Bancassurance
Officers.
9. Actively participate in Insurance
Sales activation programs
organized by Branch management
and insures in conjunction with the
Principal Officer – Bancassurance
10. Provide technical support to the
Branch network in form of product
trainings, customer profiling, and
guidance on business closures.
11. Ensure compliance to the Bank’s
policies, procedures, andregulatory requirements.