01Overview
Business Function
As a leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just right for you.
Job Purpose
Insurance counsellor is the local insurance specialist for Bancassurance Business to enable Insurance objectives of the region / cluster/ branch location allocated.
Would be directly responsible for achieving the insurance revenue target for the region / cluster/ branch location allocated.
Key Accountabilities
Accountable for achieving monthly & annual Banca sales targets, as agreed. Target comprises of Recent Business revenues from LI & GI and Renewal income targets
Ensure proper implementation & execution of insurance monthly strategy, across all channels and locations.
Sourcing of Insurance proposals strictly withing the approved Banca process and products.
Ensure implementation at the Branch the timely sessions and attendance of eligible participants for knowledge / skilling sessions of Specified psrson and managers.
Prospect list identification, book scoping with RMs basis the strategy for the month through Joint sitting with TLs.
Working with RHs, CHs and TLs to execute business development activities as per the monthly plan aimed at generating insurance prospects and follow by action plan to convert the prospects to clients of insurance.
Ensure proper sales spread between products mix aimed at maximizing revenue earnings of Bancassurance products and creating a sustainable revenue flow for the branch through renewals.
Sustained increases in insurance penetration of existing through cross sell and up sell of insuranc .
