Associate , Treasures Bancassurance Specialist , Consumer Banking Group
Core
Local insurance specialist responsible for achieving insurance revenue targets and driving bancassurance sales for DBS Consumer Banking Group.
Role type
Associate, Treasures Bancassurance Specialist
Builds
Insurance revenue streams through new business and renewals
Domain
Consumer Banking / Insurance
Required skills
Retail banca sales, HNI Sales, Wealth Management, Private Banking, Financial planning, Local market knowledge, Competitor analysis
Preferred skills
AMFI, IRDAI, FEDAI, BCSBI certifications, MBA
Technologies
Tablet application
Responsibilities
Achieve monthly and annual bancassurance sales targets, source insurance proposals within approved processes, identify prospects and convert them to clients, ensure regulatory compliance and IRDA certification, manage customer issues and complaints, track renewal premiums for persistency, conduct competitor analysis, and facilitate product training.
Seniority
Associate, individual contributor