Senior Associate, Treasures Bancassurance Specialist, Consumer Banking Group
Core
Align DBS Insurance Counselors and Insurer ICs on execution levers per Banca strategy to drive insurance sales and customer segmentation at branches.
Role type
Senior Associate, Treasures Bancassurance Specialist
Builds
Insurance product sales and customer segmentation for DBS clients
Domain
Banking / Insurance
Deliverable
product features
Required skills
Retail banca sales, HNI Sales, Wealth Management, Private Banking, Financial planning, Wealth management products, Market analysis, Competitor analysis, Regulatory compliance, Customer segmentation, Cross-selling
Preferred skills
AMFI, IRDAI, FEDAI, BCSBI certifications, MBA
Technologies
Tablet application
Responsibilities
Execute minimum 3 insurance calls per day, Facilitate IRDA certification and product/KYC training for new joinees, Identify new business segments and geographical areas, Manage customer service issues and escalate to Banca team, Ensure training on product launches and upgrades, Track insurance penetration and cross-sell to existing clients, Facilitate customer segmentation for specific sales pitches, Follow up on renewal premiums, Conduct competitor analysis and share updates with front line and Banca teams