Financial Planning Manager (Insurance Specialist)

Introduction :

Reporting to the Branch Management, you will be responsible to conduct bancassurance sales at bank branches to achieve the assigned business plan on bancassurance business.

Responsibilities :

• Proactively enhance relationships with existing and prospective clients to achieve business targets
• Develop and acquire new business to deepen business relationships with existing and potential clients in the identified market segment
• Assist relationship manager of branch to manage their customer portfolio and help them to resolve their issues on customer portfolio
• Developing and implementing business plans and marketing strategies with branch / district managers for wealth management of banking clients
• Cultivate strong relationships with clients and broaden the high-net-worth client base
• Provide tailor-made advices and reviews to clients on a regular basis and post-sales services to clients
• Meet sales target on financial products for customers of consumer banking level etc.

Requirements :