Senior Relationship Officer – Bancassurance

JOB PURPOSE The Senior Relationship Officer

• Bancassurance will report to the Branch Manager, and will be responsible for the  acquisition and growth of sustainable Bancassurance and Bank business on Retail life, Pensions and non-life in  collaboration with the cluster bank branches team by profiling the bank’s customers, establishing their insurance  needs, engaging them with the relevant products, the placement of covers, in line with the overall strategy of the  intermediary and the Bank. KEY RESPONSIBILTIES Business Growth & Development Marketing & Brand Management Relationship Management & Customer experience Personal Leadership & Development Risk & Compliance Business Growth & Development: Full responsibility for all product lines and all sales and business development for new business portfolio. • Achieve business growth of the overall Business portfolio (Both Risk & Investment), ensuring portfolio growth targets  are consistently achieved. To ensure the cluster and each branch achieve the set business income for all the retail life products. Continuously train the branch staff on the subject insurance products, onboarding documentation and claims  processes so as to create awareness and increase consumption of these products by the staff and their customers. • Ensure that all customers have accurately completed the required forms and that there is proper documentation. • Attend weekly and monthly, quarterly departmental meetings as scheduled. Responsible for timely and smooth movements of documents between the clients and the insurer. Prepare accurate and timely weekly and monthly production reports and any other reports as required by  management. Work closely with the cluster branches to get referrals, build a pipeline, and cross-sell to the existing customers. • Attend all relevant bank branch meetings to integrate well with the staff. Ensure the agreed retail and group revenue budgets (targets) are met through the cluster branches. • Gather market intelligence on competitor information as well as market trends to identify new business  opportunities, contribute towards customization of existing products and even the development of new ones. Marketing & Brand Management To create good relationship with cluster Branch Managers to ensure value-added support for bancassurance  business in the cluster branches. Understand and provide clear direction to the cluster branches based on market analysis of local area, consumer  trends and competitor offerings. Establish relationships with key clients or business influencers in the local area, including client entertainment within  budget limits set by the business. Enhance product awareness by communicating, delivering, and offering solutions that have value for customers,  shareholders and partners. Participating in all regional initiatives together with other business units and sectors to push for bancassurance business and other bank business Relationship Management & Customer Experience To