Specialist- Wealth & Bancassurance

Key Performance Metrics:

• Achieve the set monthly budgets from new sales, by engaging customers and liaising with the assigned Sales & Coverage teams
• Ensure 100% activation of all assigned team members from the Sales & Coverage teams
• Maintain high quality sales with minimal leakage due to clawbacks or cancellations
• Consistent delivery of budgeted financials on quarterly basis

Process:

• Adhere to all the sales guidelines set by the bank
• Participate and fulfill all regulatory requirements on training, certification and assessments as mandated from time to time

People:

• Engage with the referral team members within the assigned Sales & Coverage teams regularly to build a sales pipeline
• Organize, liaise and execute regular product trainings for all assigned team members to build product awareness
• Participate in portfolio reviews to identify business opportunities

Customer:

• Build an accurate customer profile using need analysis and in-depth fact-find, for every customer interaction to discuss relevant opportunities
• Engage with existing customers on an ongoing basis providing relevant product/portfolio updates and end-to-end fulfilment of all customer queries related to the proposition