Treasures Bancassurance Specialist, Consumer Banking Group & Wealth Management
Core
Acquire and solicit new bancassurance business through cross-selling, referral, and conversion of existing bank customers; identify financial needs and close deals on insurance products.
Role type
bancassurance specialist (product sales)
Builds
insurance products (life, general, linked long-term) for retail customers
Domain
Consumer Banking & Wealth Management
Deliverable
product features
Required skills
bancassurance sales, financial needs analysis, cross-selling, regulatory compliance (KYC, AML), customer service, product knowledge
Preferred skills
RI registration (Type 1 & 4), TR registration (General & Long Term)
Technologies
none stated
Responsibilities
Acquire new bancassurance business through cross-selling and referrals; Identify customer financial needs and close insurance deals; Ensure compliance with regulatory codes and internal policies; Process customer requests to ensure satisfaction; Assist in handling bancassurance complaints
Seniority
Mid-level, independent contributor