Bancassurance Sales Executive Resume
Summary : As a Bancassurance Sales Executive, responsible for generating business through Branch Staff and through walk-ins at Branches. Imparting product training to the bank staff on concepts of general insurance and new product introductions.
Skills : Sales, Customer Service.
Description :
- Built cordial working relations with bank staff at all levels.
- Worked with a staff of bank partners to identify potential banking customers with financial protection needs.
- Provided professional insurance advice to customers of our bank partners.
- Provided after-sales service to successful cases.
- Coordinated work between the bank and the company if any.
- Advised and coached sales techniques to the bank’s employees at the assigned branches.
- Involved in activities of the bank partners, including joining the bank meetings, and visiting bank customers.
Experience
10+ Years
Level
Senior
Education
Bachelor's Degree in Business
Bancassurance Sales Executive Resume
Summary : As a Bancassurance Sales Executive, responsible for offering product solutions on the financial needs of BPI customers to ensure the achievement of individual and company targets and KPIs.
Skills : Insurance Product Knowledge, Financial Services Knowledge.
Description :
- Set and monitored clear objectives to achieve the agreed sales targets for the partners.
- Helped partners generate and track leads, and close sales.
- Helped partners to upsell and cross-sell to customers basis need analysis.
- Helped the partner facilitate their training on an ongoing basis to ensure a productive channel at all times.
- Took regular feedback from partners and customers on satisfaction with the selling process and products.
- Reviewed the Sales plan of the partner and supported their growth.
- Promoted and maintain the reputation of both BPI and Philam Life.
Experience
7-10 Years
Level
Management
Education
Bachelor's Degree in Finance
Bancassurance Sales Executive Resume
Summary : As a Bancassurance Sales Executive, established, maintained, and grow relationships with the bank officers and staff in the branches they are assigned to for the purposes of generating bancassurance leads and bancassurance business.
Skills : Communication, Relationship Building.
Description :
- Solicited new business, cross-sell and up-sell identified BPI-Philam products to the bank’s customer base.
- Established, maintained, and grow relationships with prospective and existing clientele, performed customer service and business conservation activities.
- Act as a liaison between the customer and back office for policy servicing and claims.
- Collaborated with the marketing team to create and implement promotional campaigns to boost insurance sales.
- Performed other tasks as required by an immediate superior for the purposes of the bancassurance business.
- Built relationships with clients and promoted bancassurance products.
- Conducted financial assessments to understand clients' needs and goals.
Experience
7-10 Years
Level
Management
Education
Bachelor's Degree in Business
Bancassurance Sales Executive Resume
Objective : As a Bancassurance Sales Executive reported and met weekly with the Bancassurance Area Manager, Branch Manager/s, and Relationship Manager/s for production updates marketing campaigns, and other related matters.
Skills : Negotiation, Regulatory Compliance.
Description :
- Developed customized solutions to meet clients' specific financial needs.
- Provided exceptional customer service to clients.
- Ensured continuity of sales activities in the branch without much guidance or supervision.
- Promoted and maintained the reputation of BPI-Philam as well as both BPI and Philam life.
- Established and maintained professional relationships with BSEs, MBTL, and as well as the bank officers and in the branch/es they are assigned to.
- Achieved and exceeded monthly and annual sales targets, consistently ranking as a top-performing sales executive.
- Monitored market trends and competitor activities to identify new business opportunities.
Experience
2-5 Years
Level
Executive
Education
Bachelor's Degree in Marketing
Bancassurance Sales Executive Resume
Objective : As a Bancassurance Sales Executive, responsible for building and maintaining relationships with clients, as well as promoting and selling bancassurance products. Helping clients achieve their financial goals and securing their future.
Skills : Sales and Relationship Management, Insurance Product Knowledge.
Description :
- Performed customer service and business conversation activities when assigned to the branch.
- Provided field intelligence on products, marketing campaigns, competitors, and the bank partner that will affect the bancassurance business.
- Reported and met weekly with the Mobile BSE Team Leader for production updates marketing campaigns and other related matters.
- Performed other tasks that may be required by the immediate superior.
- Cross-sold and upsold BPI-Philam products to BPI customers.
- Established, maintained, and grew good relations with bank partners in the branch, and prospective and existing clients of BPI.
- Conducted regular training sessions for bank staff on insurance products, ensuring a knowledgeable sales force.
Experience
0-2 Years
Level
Junior
Education
Bachelor's Degree in Finance
Bancassurance Sales Executive Resume
Objective : As a Bancassurance Sales Executive, responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted the Insurance sales team in achieving monthly sales targets.
Skills : Customer Needs Assessment, Cross-Selling and Upselling.
Description :
- Provided excellent customer service and aftersales service to clients of BPI.
- Prepared, submit, and analyze sales reports on a regular basis.
- Attended weekly meetings with bank parts and Bancassurance Area Managers for production updates and marketing campaigns.
- Coordinated between Bank and company from Lead generation to policy conversion.
- Built mutually beneficial relationships with the bank and helped in the acquisition of clients.
- Customer requirements were gathered and analyzed for better product pitching.
- Handling Objections and grievances and providing them with timely solutions.
Experience
0-2 Years
Level
Junior
Education
Bachelor's Degree in Finance
Bancassurance Sales Executive Resume
Summary : As a Bancassurance Sales Executive, responsible for driving sales growth, offering product solutions on financial needs, and building strong relationships with clients and partners.
Skills : Goal Setting, Achievement, Team Collaboration.
Description :
- Guided/mentored new team members with required deliverables and company values.
- Established and strengthened relationships with the bank branch manager and staff to gain leads.
- Prospected and met walk-in customers of the Bank and conducted Quick Need Analysis.
- Increased bank's customer awareness about Life Insurance products and achieved the targeted penetration on cross-selling within the branch's customer base.
- Created awareness and motivated bank employees to store commend life insurance products for bank customers.
- Responsible for sales of General Insurance products through banking channels.
- Coordinated with the underwriting and operations department.
Experience
7-10 Years
Level
Consultant
Education
Bachelor's Degree in Finance
Bancassurance Sales Executive Resume
Summary : As a Bancassurance Sales Executive, promoted banking and insurance products to existing customers, achieving a high rate of customer retention and satisfaction. Collaborated with the Bancassurance team to streamline processes and improve the overall customer experience.
Skills : Cross Selling, BFSI, Bancassurance, Direct Sales, Finance.
Description :
- Managed cross-sale of General Insurance through the bancassurance channel.
- Handled multiple branches of banks assigned in the respective location.
- Managed relationships with the Branch Manager of the bank partners' branches.
- Provided sales and technical support to bank staff on product details, benefit illustrations, and insurance policies.
- Followed company policies and procedures in terms of regulatory guidelines, and PCI.
- Maintained Strong relations with bank staff to ensure their cooperation through the referral process.
- Introduced the company’s new products to the bank staff to ensure their full awareness of all AXA products.
Experience
10+ Years
Level
Senior
Education
Bachelor's Degree in Marketing
Bancassurance Sales Executive Resume
Objective : Bancassurance Sales Executive with a proven track record of driving revenue growth through effective sales strategies. Adept at building and maintaining strong client relationships.
Skills : Inside Sales, Channel Sales, Banca Channel, Marketing, Cold calling, Telecom.
Description :
- Achieved sales targets by approaching prospective customers referred by bank staff.
- Seized new opportunities and opened new markets by approaching potential clients.
- Solicited new business, promote and provide marketing campaigns and initiatives to increase sales growth.
- Act as a liaison between the customer and the back office for handling the reporting, planning, and servicing of the plans purchased by the client.
- Generated bancassurance leads and business while maintaining and growing relationships with prospective and existing clients.
- Successfully achieved and exceeded monthly sales targets, consistently ranking among the top performers in the sales team.
- Developed and maintained strong relationships with bank clients to identify their insurance needs and provide tailored solutions.
Experience
2-5 Years
Level
Executive
Education
Bachelor's Degree in Marketing
Bancassurance Sales Executive Resume
Summary : As a Bancassurance Sales Executive, monitored and followed up on bank staff activities related to approaching prospects to arrange for meetings and selling Life, Property, and Casualty insurance to these prospects and was responsible for the weekly, monthly, and annual activity reporting required by the Company, for the assigned bank branches.
Skills : Lead Generation, CASA, NBFC, Insurance, Business Development, Client Relationship.
Description :
- Conducted product presentations and training sessions for bank staff to enhance their understanding of insurance products, resulting in a 15% increase in cross-selling.
- Collaborated with insurance partners to create and implement targeted marketing campaigns to promote insurance products to the bank's customer base.
- Prospected and acquired new clients through various channels, including referrals, cold calling, and networking events.
- Conducted thorough insurance needs assessments to recommend appropriate coverage options to clients.
- Maintained detailed records of client interactions, ensuring accurate and up-to-date information for follow-up and relationship management.
- Participated in industry training programs to stay abreast of the latest insurance products and industry trends.
- Provided exceptional customer service to bank clients, addressing inquiries and resolving issues promptly and effectively.
Experience
7-10 Years
Level
Consultant
Education
Bachelor's Degree in Marketing
