Responsibility

● Conduct need analysis for Bank Customers to identify their financial and insurance needs.
● Recommend and sell the appropriate insurance products to Bank Customers.
● Work closely with Bank Sales & Service Team to answer any customer-related queries, and to service the insurance claims.
● Establish and maintain positive relationships with prospects and existing clients.
● Provide life insurance product training to bank staff.
● Actively assist the Bank Staff to follow up on insurance leads opportunities.
● Involve actively in all joint promotional activities by the bank and insurance company.
● Engage in branch customer awareness program and explore every possible opportunity to bundle the insurance proposition.