Job Description

Job Description

To advise and sell insurance products to bank customers, providing excellent service while identifying opportunities to upsell and cross-sell. The role is responsible for resolving customer queries, managing policy-related requests, and supporting the achievement of bancassurance sales targets.

Key Responsibilities

  • Promote, sell, and provide guidance on insurance products to bank customers through various channels.
  • Identify opportunities to upsell and cross-sell insurance solutions that meet customer needs.
  • Respond to customer insurance queries and complaints promptly, escalating only complex issues when necessary.
  • Deliver a high standard of customer service and ensure a positive customer experience.
  • Build and maintain strong relationships with customers, branch staff, insurers, brokers, and other key stakeholders.
  • Follow all policies, procedures, regulatory requirements, and risk control...
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