Bancassurance Advisor - Privilege Banking International
Core
Provide accurate financial advisory and drive insurance sales to existing bank customers through referrals from privilege banking offshore channels.
Role type
Individual contributor Bancassurance Advisor (with potential path to team manager)
Builds
Insurance products and financial advisory services for bank customers
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Financial advisory, insurance sales, client engagement, regulatory compliance, documentation
Preferred skills
CMFAS certifications (Modules 5, 9, 9A, HI), proven track record in sales performance
Technologies
CMFAS certification modules
Responsibilities
Provide accurate financial advisory services to existing bank customers, drive insurance sales in respective segments, ensure proper advisory procedures and documentation while adhering to internal policies and regulatory requirements
Seniority
Mid-level IC