Provides the branch’s bancassurance productions by solely promoting Manulife products.
5
KEY RESPONSIBILITIES
To foster a healthy relationship with branch staffs and branch manager, in order to have referrals.
To focus on the walk-in customers and tap on the bank’s database to cross-sell bancassurance products to the clients.
To pro-actively communicate with the branch staffs about the products and services offered.
To be part of the branch’s team and refer clients to the PFCs/CRMs.
Mobile in sales to meet clients
Obtain business resources from referral and leads
Perform entire sales process
Perform after sales servicing
Establish & strengthen customer relationships
To meet sales target set by the Bank
To maintain good rapport/relationships with customers and branch staffs to ensure effective liaison, coordination and efficiency of operations.
Sales Management
To achieve the target percentage of successful closure as stated by the Business
To conduct fact find, insurance need analysis for clients and ensure prompt advise and solutions are offered to clients
To work as a team in generating ideas and action plans on how to increase the activity and sale of insurance products
Knowledgeable in the Bank’s products including features, benefits, promotional campaigns, and procedures.
To provides personal financial advisory services to prospective customers.
To maintain given persistency and cooling off ratios
Customer Management
To ensure that customer enquiries are promptly attended to
To ensure a systematic review process for existing policyholders
To provide regular feedback on issues pertaining to latest development in the market place and customers’ changing needs and requirements.
Compliance
To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
To ensure compliance with all regulations and controls as set by the Bank and external regulatory
