Personal Banker - Bancassurance

Job Summary\*\* The Personal Banker - Bancassurance is responsible for building and maintaining strong customer relationships, identifying financial needs, and cross-selling bancassurance products to achieve sales targets and enhance customer value. Job Responsibilities\*\* \* Proactively engage with existing and potential customers to identify their financial needs and provide suitable bancassurance product solutions (e.g., life insurance, general insurance, unit trusts). \* Achieve individual and team sales targets for bancassurance products, ensuring compliance with all regulatory requirements and internal policies. \* Conduct financial needs analysis and provide professional advice to customers on wealth management, protection, and investment products. \* Build and maintain a robust customer portfolio, ensuring high levels of customer satisfaction and retention. \* Process bancassurance product applications accurately and efficiently, adhering to established service level agreements. \* Collaborate with other bank departments to leverage cross-selling opportunities and provide holistic financial solutions to customers. \* Stay updated on market trends, product knowledge, and regulatory changes within the bancassurance industry. \* Handle customer inquiries, complaints, and service requests related to bancassurance products in a timely and professional manner. \* Participate in training programs and workshops to enhance product knowledge and sales skills. Job Qualifications\*\* \* Bachelor's Degree in Business, Finance, Marketing, or a related field. \* Minimum of 2 years of experience in sales, preferably in banking, insurance, or financial services. \* Possession of relevant insurance licenses (e.g., PCE, CEILI, TBE) is mandatory. \* Proven track record of achieving sales targets. \* Strong interpersonal and communication skills, with the ability to build rapport with diverse customer segments. \* Excellent negotiation and presentation skills. \* Customer-centric mindset with a passion for helping clients achieve their financial goals. \* Ability to work independently and as part of a team in a fast-paced environment. \* Proficiency in Microsoft Office Suite.