Manager, Trust Bancassurance Partnership

5-7 Years

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Early Applicant

Job Description

Job Description

Partner Enablement & Sales Support

Conduct regular product sharing, updates, and thematic briefings for sales teams virtually and face-to-face
Design and implement incentive schemes and tactical campaigns to boost sales performance
Collaborate on customer journey design initiatives to enhance bancassurance service delivery
Manage appeals for underwriting decisions and preliminary requests from bank partners
Oversee submission of new business documentation and follow up on outstanding requirements
Address new business enquiries and provide timely resolution to partner queries

Operational & Administrative Support

Respond to daily enquiries from bank partner regarding products, systems, documentation, and post-sales processes
Manage and coordinate the training and induction of sales teams for partnership
Handle appeals and escalations related to consumer promotions and campaign incentives
Maintain broadcast lists for updates on system enhancements, promotions, and incentives
Process consumer promotion-related requests, including redemption extensions and guidance
Manage Point-of-Sale (POS) enquiries and documentation submissions (e.g., cash benefit instructions, freelook, surrender requests)
Address commission-related enquiries, including audit confirmations and reconciliation issues
Prepare internal data reports for submission to Income and other stakeholders

Reporting & Compliance

Generate and maintain monthly comprehensive data feeds
Prepare and submit monthly regulatory reports and performance reports as required

Requirements:

Bachelor's Degree in Business, Finance, Insurance, or related field
5 years of experience in bancassurance, insurance distribution, or partnership management
Proven track record in managing bank relationships and driving sales performance through channel partners

Skills & Competencies

Strategic Partnership Management: Ability to build strong relationships with various stakeholders and influence outcomes across multiple levels
Sales Enablement: Able to influence, designing and executing sales campaigns, training programs, and performance incentives
Process Optimization: Experience in scaling operational processes and improving workflow efficiency across bank channel
Analytical Thinking: Strong data interpretation skills to identify trends, gaps, and opportunities for growth
Communication & Influence: Excellent interpersonal and presentation skills to engage both internal teams and external partners
Project Management: Ability to lead cross-functional initiatives and manage multiple priorities in a fast-paced environment
Tech-Savvy: Proficient in Microsoft Excel, PowerPoint, and CRM/sales tracking systems. Able to adapt and learn new sales tools to drive efficiency