About the role
AI summarisedThe Banca Specialist role in Group Consumer Financial Services at a bank involves driving sales of financial products through bancassurance channels, building relationships with bank partners, and achieving sales targets.
BusinessFull-timeGeneral
Key Responsibilities
- Drive sales of insurance and investment products through bank branches
- Build and maintain relationships with bank partners and branch staff
- Conduct product training for bank relationship managers
- Identify customer needs and recommend suitable financial solutions
- Achieve individual and team sales targets
- Ensure compliance with regulatory and internal guidelines
- Prepare sales reports and track performance metrics
- Participate in marketing events and campaigns to generate leads
Requirements
- Bachelor's degree in any discipline
- At least 2 years of sales experience in banking or insurance
- Strong communication and interpersonal skills
- Results-oriented with a proven track record in sales
- Knowledge of bancassurance products and regulations
- Ability to work independently and in a team
- Proficient in Microsoft Office applications
- Possess relevant insurance certifications (e.g., CMFAS, HI, M5, M9, M9A)
- Self-motivated and able to work under pressure
- Good negotiation and presentation skills