The primary focus of this position is to generate income for the Company by Liaising with the banks; Co-ordinating the existing relationship with Bank’s personnel and Relationship managers whilst providing profitable excellent customer service / relationship management.
Reports to: District Manager
The Objectives are;
• To help increase/drive/improve revenue i.e GPW
• To help increase/drive/grow profit
• To help in channel penetration
• To help in brand visibility
Act as liaison with the bank
• Working closely with bank personnel to provide policies to the bank’s clientele.
• Managing our promotions and campaigns effectively to ensure market penetration.
• Working closely with District Managers in the preparation of proposals/ Product papers.
Bancassurance Sales (Financials)
• Achieving the assigned target in terms of revenue.
Customer Retention and Acquisition.
• Sending out and active follow up of Monthly Renewals.
• Soliciting for new businesses.
• Managing 3rd party relationships.
• Generation, monitoring and publish monthly (Life and General Business) Global and Retail reports on: