Manager, Trust Bancassurance Partnership
Manager, Trust Bancassurance Partnership
Posted on :
24-08-2025
Employer Active
1 Vacancy
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Job Description
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:
- Bachelors 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
Required Experience:
Manager
Employment Type
Full-Time
Key Skills
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