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 Customer Fact-Find (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