Bancassurance Officer/ AM

Key Responsibilities:

Build strong business relationships with Branches, Insurers and Key Stakeholders and ensure objective and set targets are achieved.
Monitor sales and performance for Life Insurance & General Insurance in assigned branches.
Guild and drive branch performance to achieve set targets while inspiring success.
Conduct monthly branch visits and maintain branch engagement.
Build and maintain effective working relationships with Branch Managers.
Handle policy services (claims, renewals, surrenders) and customer follow-ups.
Coordinate with insurance partners for agent licensing training.
Organize and deliver monthly product training for new joiners and existing bank staff.
Arrange and attend in-person customer appointments when required.
Assess current processes and procedures, identify opportunities for improvement and take part in discussions with Insurers and/or other stakeholders.
Other ad hoc projects as assigned.

Job Requirements:

Bachelor’s degree in Business, Management, Finance, or a related field.
At least 3 years of experience in Bancassurance, Insurance Sales, or Financial Services, preferably in a supervisory or coordinator role.
Strong knowledge of Life and General Insurance products and services.
Excellent communication, interpersonal, and relationship management skills.
Ability to drive performance, support multiple branches, and manage partners.
Proficiency in MS Office (Excel, PowerPoint, Word) for reporting and tracking.
Good organizational and time management skills to handle multiple responsibilities.
Strong customer service orientation and problem-solving abilities.
Willingness to travel for branch visits and customer meetings.
Able to work under pressure and meet sales targets and deadlines.
Experience using communication platforms such as Viber and phone follow-ups effectively.

Allowance & Benefits

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