Bancassurance Advisor, Business Banking
7 days ago
**About UOB**
United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices.
Our history spans more than 80 years. Over this time, we have been guided by our values — Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.
**Responsibilities**:
Sales Tasks
- Cross-sell bancassurance products (including Life Insurances and General insurances) to assigned portfolio of SME customers to achieve sale targets.
- Build on-going relationship with SME customers, evaluate customer’s needs, and recommend suitable insurance products.
- Coordinate with insurance providers to deliver required services to customers in satisfactory manner.
- Remind and support customers for renewal premium payment to ensure minimum Year 2 renewal rate.
Sales Report
- Report daily/weekly/monthly sales performance.
- Report Weekly Renewal Performance
- Collect customers feedback via NPS survey
Reporting line
- Report directly to Head of Bancassurance - Business Banking.
**Job Requirements**
Mandatory
- At least 02 years in Insurance / Banking / Finance industry.
- High sense of responsibility & diligence.
- Good interpersonal and communication skills
Preferred
- Banca experience and/or tele-sale skill is preferable
- Presentation/Training Skills
- Customer Orientation
**Be a part of UOB Family
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