As theleading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just right for you.
Job Purpose
- Insurance counselor is the local insurance specialist for Bancassurance Business to enable Insurance objectives of the cluster/CBG branch location allocated.
Would be directly responsible for achieving the insurance revenue target for the branch / cluster.
Key Accountabilities
- Accountable for achieving monthly & annual Banca sales targets, as agreed. Target comprises of Recent Business revenues, Renewal income target and the General Insurance revenue target.
- Ensure proper implementation & execution of insurance strategy for month for the branch and sourcing of Insurance proposals through the Tablet application.
- Ensure implementation at the Branch the timely sessions and attendance of eligible participants for knowledge / skilling sessions of AKASH for the front line sales team.
- Prospect list identification with RMs basis the strategy for the month through Joint sitting with TLs.
- Working with Team Leaders and Micro Marketing Managers to execute business development activities as per the monthly plan aimed at generating insurance prospects, and follow by action plan to convert the prospects to clients of insurance.
- Ensure proper sales spread between products mix aimed at maximizing revenue earnings of Bancassurance products and also creating a sustainable revenue flow for the branch through renewals.
- Sustained increases in insurance penetration of existing through cross sell and up sell of insurance products
📌 Treasures Bancassurance Specialist (Pollachi)
🏢 DBS Bank
📍 Pollachi
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