Personal Banker - Bancassurance

Job Summary The Personal Banker - Bancassurance is responsible for building and maintaining strong customer relationships, identifying financial needs, and cross-selling bancassurance products to achieve sales targets and enhance customer value. Job Responsibilities * Proactively engage with existing and potential customers to identify their financial needs and provide suitable bancassurance product solutions (e.g., life insurance, general insurance, unit trusts). * Achieve individual and team sales targets for bancassurance products, ensuring compliance with all regulatory requirements and internal policies. * Conduct financial needs analysis and provide professional advice to customers on wealth management, protection, and investment products. * Build and maintain a robust customer portfolio, ensuring high levels of customer satisfaction and retention. * Process bancassurance product applications accurately and efficiently, adhering to established service level agreements. * Collaborate with other bank departments to leverage cross-selling opportunities and provide holistic financial solutions to customers. * Stay updated on market trends, product knowledge, and regulatory changes within the bancassurance industry. * Handle customer inquiries, complaints, and service requests related to bancassurance products in a timely and professional manner. * Participate in training programs and workshops to enhance product knowledge and sales skills. Job Qualifications** * Bachelor's Degree in Business, Finance, Marketing, or a related field. * Minimum of 2 years of experience in sales, preferably in banking, insurance, or financial services. * Possession of relevant insurance licenses (e.g., PCE, CEILI, TBE) is mandatory. * Proven track record of achieving sales targets. * Strong interpersonal and communication skills, with the ability to build rapport with diverse customer segments. * Excellent negotiation and presentation skills. * Customer-centric mindset with a passion for helping clients achieve their financial goals. * Ability to work independently and as part of a team in a fast-paced environment. * Proficiency in Microsoft Office Suite.