Relationship Management:
Building and Maintaining Relationships:
Establishing and nurturing strong relationships with bank staff, including branch managers and other relevant personnel.
Client Relationship Management:
Developing and maintaining relationships with bank customers to understand their needs and promote suitable insurance products.
Communication and Collaboration:
Effectively communicating with both bank staff and customers, acting as a liaison between the bank and the insurance company.
Sales and Business Development:
Sales Target Achievement:
Meeting or exceeding assigned sales targets for insurance products through the bank channel.
Lead Generation and Conversion:
Identifying potential clients and converting leads into sales.
Cross-selling and Upselling:
Identifying opportunities to offer additional insurance products to existing bank customers.
Product Knowledge and Training:
Providing training and support to bank staff on insurance products and sales techniques.
Business Development:
Developing and implementing strategies to increase insurance sales within the bank network.
Customer Service and Support:
Customer Issue Resolution: Addressing customer queries, concerns, and complaints related to insurance products.
Customer Satisfaction: Ensuring high levels of customer satisfaction and retention.
Service Delivery: Collaborating with internal teams to improve the overall customer experience and service delivery.