Sales and Business Development
- Develop and implement strategies to achieve sales targets for insurance products.
- Collaborate with bank branch managers and staff to generate leads.
- Convert prospects into customers and increase insurance policy sales.
Relationship Management
- Build and maintain strong relationships with bank branch personnel, including branch managers, relationship managers, and customer service representatives.
- Provide training and support to educate them about insurance products, sales techniques, and processes.
Customer Service
- Provide exceptional customer service to bank customers by addressing insurance-related inquiries.
- Resolve issues and assist with policy servicing requests.
- Ensure a positive customer experience throughout the sales and post-sales process.
Sales Reporting and Analysis
- Monitor sales performance and track key metrics.
- Prepare sales reports for management.
- Analyze sales data to identify trends, opportunities, and areas for improvement.
- Provide recommendations to enhance sales effectiveness and achieve targets.
Compliance and Regulatory Requirements
- Ensure compliance with regulatory guidelines and internal policies related to insurance sales.
- Stay updated with industry regulations and changes in insurance products to ensure adherence to legal and compliance standards.
