Regional Head, Bancassurance

Job Responsibilities

• To make sure a region plans and execute sales strategies and achieve sales target for company by influencing sales to bank staff/ BSM.
• To publish tracking report including daily, weekly and monthly sales facts, providing sales figures for bank staff/ BSM to understand and make improvement where needed.
• Manage the sales activities, team activities of accounts located throughout his/her sales and his direct reports sales territory.
• Drive solution selling capabilities throughout the institution
• Facilitate activities between clients, bank, operations and executives, as well as other activities as needed to complete strategic selling process and new business development.
• Work with business team to provide market updates.
• Ensure sales support functions are put in place
• To train new sales Bank staff/BSM as necessary.
• Monitor customer preferences to determine focus of sales efforts.
• Travel with sellers to evaluate and provide guidance.
• Maintain product knowledge of our products and services.
• Maintain industry knowledge of the uses and needs for our products and services.
• Refresh training to Bank staff/BSM as weekly or monthly plan
• Ability to sell insurance outside banking hour
• Schedules rotate monthly visit all branches as assigned by collecting feedbacks for sales performance from the management at each branch
• Coordinate to navigates banks customer for health check up to hospital, if any case requires
• Be able to travel in long-distance from branch another branch as assigned
• Field work support to bank staff, if there any requests
• To assist bank partner on claim documents process to work closely within internal department involves for any required documents