Job Summary:The role manages the sales performance of a team of IRs, ensuring compliance with company policies, and fostering strong relationships with clients and bank branches. In addition, the role provides coaching, technical support, and facilitates communication between departments to optimize performance and meet sales targets. By managing key performance indicators and continuously monitoring progress, the role ensures team development, productivity, and business growth, strengthening partnerships with banking partners and contributing to the overall success of the Bancassurance division.
Roles and Responsibilities:Supervise a team of IRs to ensure that planned business activities and KPIs are delivered in a timely manner, by monitoring performance and providing ongoing guidance, to achieve business targets effectively. Use coaching tools to facilitate and guide IRs, by offering targeted support and development sessions, to build capabilities that maximize sales performance and help IRs meet sales targets. Build and maintain strong relationships with clients, branches, and staff, by holding regular meetings and check-ins, to foster a sustainable flow of business and enhance collaboration. Communicate initiatives, campaigns, and product updates to stakeholders, by preparing and delivering clear reports and presentations, to ensure alignment with company strategies and inform decision-making. Develop relationships with bank management, by scheduling and facilitating regular meetings, to achieve assigned targets and improve Bancassurance sales performance, including new business and renewals. Participate in bank kickoff meetings with P&C product managers and in sales and marketing workshops, by engaging in discussions and brainstorming sessions, to drive improvements in product offerings and sales strategies. Coach and motivate the sales team by providing technical support, conducting performance evaluations, and ensuring skilled staff availability, to achieve targets and foster a high-performance culture. Ensure seamless communication with other departments, by coordinating with Operations, CSC, Finance, Planning, Business Services, and IT, to support bank performance and smooth business operations. Adhere to company policies and business ethics, by keeping the team informed of updates and changes, to maintain compliance and operational excellence.
Pre-requisites (Education, Professional Experience and Competencies)5 - 7 years of professional experience in sales, preferably within the financial services sector Proven success in consistently achieving or exceeding assigned sales targets Bachelor’s degree in business administration, Marketing, Finance, or a related field is required A relevant professional certification in sales, finance, or insurance is an advantage