Sales Manager, Bancassurance

Sales Planning & Activities

• Promote, introduce and market a range of Tokio Marine's life-insurance products to Bank's customer (including Whole Life Plan, Endowment Plan, Medical Plan and Investment Linked Plan)
• Plan and strategize sales activities and participate in roadshows/ campaigns organized by Bank/Region
• Sales Management
• Maintain regular contact with existing customers to foster closer relationship and for referrals
• Develop clientele networking list and records of existing Bank's customer and NTB customers for acquisition and increase customer PHR
• Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
• Comply with CPD hours and to ensure completion rate of CFF forms
• Compliance to Bank's policy, procedures and observe sales code of ethics

Staff Management

• Provide guidance and motivate PB Banca on prospecting to sales techniques and to coach them for peak performance
• Periodic briefing and update on promotions, campaigns and products to PB Banca

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