Relationship Manager - Bancassurance

Partner Engagement: Build strong, win-win relationships with the banks branch managers, personal bankers, and tellers

Lead Generation & Sales: Drive cross-selling and up-selling of life, health, and general insurance products to bank walk-in customers and existing account holders.

Joint Client Meetings: Accompany bank staff on client visits or join virtual/walk-in consultations to pitch customized financial and insurance solutions

Branch Training & Huddles: Attend and conduct morning huddles at bank branches to educate staff on new insurance products, schemes, and pitching techniques

Target Achievement: Meet and exceed assigned monthly, quarterly, and annual New Business Premium (NBP) / Gross Written Premium (GWP) targets.