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Bancassurance Sales Coordinator

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Banking/Financial Services
Sales & Business Development
Total Position:
Job Type:
Full Time/Permanent ( First Shift (Day) )
Job Location:
No Preference
Minimum Education:
Career Level:
Experienced Professional
Minimum Experience:
5 Years
Apply By:
Oct 15, 2017
Posted On:
Sep 26, 2017
Job Description

Job Objective

Responsible for achieving business objectives and targets for the assigned partners/locations through proactive relationship & sales management and ensure that Health Insurance becomes a primary contributor to KMBL’s product portfolio.

Key Responsibilities

Bancassurance Product Management

  • Plan & implement marketing activities for bancassurance products.
  • Develop, implement and update bancassurance policies and procedures.
  • Ensure target achievement through the sales teams in assigned areas.
  • Periodically visit KMBL branches to review performance, identify execution gaps and work with sales hierarchy to ensure filling of gaps for a more efficient and effective sales execution.
  • Provide & maintain, on an ongoing basis, a daily sales report, figures, forecasting & any other records which may be required by the management.
  • Act as the liaison between branches and insurance companies.
  • Keep up-to-date records of sales & performance.

Customer Account & Relationship Management

  • Understanding the needs of the end customer & providing appropriate financial solutions through market intelligence.
  • Handling of Relationship to aid customer for all his wealth requirements.
  • To help coordinate resolution of discrepancies associated to customer documentation.

Bancassurance Training

  • Become the knowledge center for bank sales team for bancassurance products.
  • Provide training to sales teams on bancassurance products.
  • Attending product trainings, to be up to-date with the market developments.

Liability Sales

  • Contribute to the Bank’s overall liability sales targets by identifying potential clients and growing a diversified portfolio. 


  • Ensure customer documentation is complete & in compliance with the bank’s requirements.
  • Ensure compliances to defined SLAs.

Knowledge, Skills, Abilities & Other attributes


Preferably a Master’s degree in business administration, commerce, accounting, economics, finance from HEC recognized/overseas university.


•           Strong interpersonal skills and able to work in a challenging environment.

•           Well versed in sales, particularly of bancassurance products.

•           Self-starter, assertive, team player with strong analytical skills.

•           Proficient in MS Office Suite especially MS Excel.

•           Exhibits and upholds KMBL’s values and social performance objectives.

•           Willing to travel across KMBL network.

Duration and Nature of Previous Experience:

Minimum 5 years of professional experience with 2 years in bancassurance.

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