Key Responsibilities:
Sales Support
- Assist the sales team in achieving business targets by providing administrative and operational support
- Champion the coordinate matter related to technology and system related between the Bank & Insurance provider
- Act as secretariat for Bancassurance management meeting with insurance partners
Cross Functional Coordination
- Internal Coordination: Working closely with internal stakeholders like product managers, relationship managers, and customer service teams to ensure effective execution of bancassurance services.
- Insurance Partner Coordination: Maintaining good relationships with the insurance partner(s) to address any operational issues, update product offerings, or discuss performance improvement.
Operation management
- Supervise daily operations and ensure effective management of commercial Bancassurance business
- Ensure operational procedures are followed to maintain compliance with banking, insurance regulations and internal policies.
Compliance & Risk
- Regularly audit and review bancassurance operations to identify potential risks and recommend mitigation strategies.
- Liaise with regulatory bodies during audits and ensure the bank meets all regulatory requirements.
Reporting & Analytic
- Develop & prepare campaign mechanic and campaign achievements
- Prepare regular bancassurance reports on sales performance including KPIs and campaign achievements to sales distribution and senior management
- Analyze sales data to identify trends and recommend improvements for business improvements
Adhoc task/ projects required by management
- Previous experience in banking, insurance, or operations support is often preferred.
Key Skills & Competencies:
- Familiarity with insurance products, bancassurance processes, and regulatory requirements in the financial services sector.
- Knowledge of related regulations governing bancassurance operations.
- Ability to address operational challenges and assist sales channel effectively.
- Ability to handle multiple tasks/ projects under tight timelines
Qualifications:
- Bachelor’s degree in Business, Finance, Actuarial Science, or related field.
- Minimum 3 years of experience in Bank operation, preferably in bancassurance.
- Well verse with Microsoft especially Excel, Power BI & Microsoft Powerpoint
- Experience with operation management, cross-functional project management.
- Strong analytical skills
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