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