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Customer Product Advisors Job NCBA
Customer Product Advisors Job. Banking Jobs In Kenya
To market and sell the Bancassurance products to the internal customers and other suitable prospects through direct approach and referrals. The job function involves implementing of the Bancassurance sales strategy and marketing initiatives aimed at sustaining portfolio growth and achieving sales and income targets. The job includes supporting completion and processing of applications; administration of service delivery by the service providers; and providing customer services to optimize customer satisfaction. The incumbent will also provide product and process training to relevant customer-contact staff in all branches and business units
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Responsibilities
Financial 60%
- Achieve individual Income generation target and a quality book
- Develop clear, aggressive and updated sales pipelines
- Ensure retention of all businesses within your portfolio
- Continuously identify and develop new business opportunities
- Cross-Sell to both bank and non-bank clients to ensure diversification of portfolio
- In conjunction with the Regional Manager, conduct market research through constant market feedback, and periodically review insurance products
Internal business processes 15%
- Support branches achieve at least 100% of the Bancassurance targets. Conduct regular performance reviews with BMs and RMs
- Ensure adherence to the Intermediary policies and procedures as stipulated in the Insurance Act and CBK guidelines.
- Ensure overall delivery and quality of the products and service to customers.
- Ensure quality control in all aspects of processing as stipulated in the procedures and product manuals
Customer 15%
- Deliver high level customer service and client satisfaction.
- Develop and grow relationships with existing customers.
- Identifying opportunities for business development and providing insightful feedback on products and solutions that help in the customisation and development of new products/solutions.
Learning and growth 10%
- Ensure that you achieve at least 50 hours of learning/training through E-learning, Internal & External training activities.
- Ensure compliance with the leave policy, block leave and minimum carry over for both self and direct report.
- Maintain own high performance
- Own up-to-date and actioned competency assessments and development plans.
Job Specifications
- Bachelor’s degree in a business related field, preferable B.Com Insurance, Accounting, Finance and/or Actuarial Science
Professional:
- Diploma in Insurance (Preferred) Minimum COP requirement
Desired work experience:
- At least 3 years’ experience in Business Development preferably in the insurance industry
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How to Apply
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