Partner Enablement & Sales Support
- Conduct regular product sharing, updates, and thematic briefings for sales teams virtually and face-to-face
- Design and implement incentive schemes and tactical campaigns to boost sales performance
- Collaborate on customer journey design initiatives to enhance bancassurance service delivery
- Manage appeals for underwriting decisions and preliminary requests from bank partners
- Oversee submission of new business documentation and follow up on outstanding requirements
- Address new business enquiries and provide timely resolution to partner queries
Operational & Administrative Support
- Respond to daily enquiries from bank partner regarding products, systems, documentation, and post-sales processes
- Manage and coordinate the training and induction of sales teams for partnership
- Handle appeals and escalations related to consumer promotions and campaign incentives
- Maintain broadcast lists for updates on system enhancements, promotions, and incentives
- Process consumer promotion-related requests, including redemption extensions and guidance
- Manage Point-of-Sale (POS) enquiries and documentation submissions (e.g., cash benefit instructions, freelook, surrender requests)
- Address commission-related enquiries, including audit confirmations and reconciliation issues
- Prepare internal data reports for submission to Income and other stakeholders
Reporting & Compliance
- Generate and maintain monthly comprehensive data feeds
- Prepare and submit monthly regulatory reports and performance reports as required
Requirements:
- Bachelor’s Degree in Business, Finance, Insurance, or related field
- 5 years of experience in bancassurance, insurance distribution, or partnership management
- Proven track record in managing bank relationships and driving sales performance through channel partners
Skills & Competencies
- Strategic Partnership Management: Ability to build strong relationships with various stakeholders and influence outcomes across multiple levels
- Sales Enablement: Able to influence, designing and executing sales campaigns, training programs, and performance incentives
- Process Optimization: Experience in scaling operational processes and improving workflow efficiency across bank channel
- Analytical Thinking: Strong data interpretation skills to identify trends, gaps, and opportunities for growth
- Communication & Influence: Excellent interpersonal and presentation skills to engage both internal teams and external partners
- Project Management: Ability to lead cross-functional initiatives and manage multiple priorities in a fast-paced environment
- Tech-Savvy: Proficient in Microsoft Excel, PowerPoint, and CRM/sales tracking systems. Able to adapt and learn new sales tools to drive efficiency