BD, Bancassurance Manager
Alinma Tokio Marine
Total years of experience :17 years, 9 Months
◦Set sales targets and define strategy to achieve these targets and to follow the set strategy punctually with the bank.
◦Manage the proposal development process and maintain the time-lines for the proposal teams.
◦Coordinate with the bank concerning size, standards, conditions and timing of research.
◦Develop draft proposals based on team meetings and discussions.
◦Maintain the Business Development databases.
◦Support marketing activities, including trade/ scientific shows, mailings, etc... for the bank.
•Meeting and exceeding set sales quotas while adhering to Regent's sales rules of engagement.
• Manage and be the main point of contact for existing alliance partners.
• Aggressively drive partners to maximize sales and total partnership potential through sales best practices,
training and support.
• Manage sales orders and provide status to partners and/or manager.
• Communicate masterfully with partners on new products and service offerings.
• Create systems and procedures to streamline partner management.
• Work with marketing to drive programs and events to extend the relationships to new prospects.
• Managing a complex, enterprise solution sale with Regent’s partners; to include managing the RFP process.
• Continually learning about new products and improving selling skills.
• Demonstrating industry knowledge.
• Providing weekly reporting of pipeline and forecast using the SalesForce automation tool.
• Keeping abreast of competition, competitive issues and products.
• Attending and participating in sales meetings, product seminars and trade shows.
• Preparing written presentations, reports, and price quotations.
• Conducting contract negotiations.
• Managing sales pipeline of 15 to 35 million.
• Defining and executing partner sales plans.
1- Remuniration for Agents.
2- Reporting.
3- Allocating the premium.
4- Contest Managment.
5- Policy Issuance.
6- Completing the missing documents.
7- Paper work.
8- Collection.
- Establishing and maintain a good working relationship with different channel's.
- Handling all correspondence and organizing appropriate contacts between channel's
- Keeping records of sales targets and actual figures.
- To take the initiative when a problem occurs and encourages collaborative response.
- planning and organizing of events with different channel's
- Ensure regularly accurate reconciliation with accounting department.
- Efficient use of Allianz & Bank systems.
- Collecting the receipts from the entire Saudi Arabia regions.
- Distributing hardware computers for different agents.
- Appointments' organizer.
- Training about the production line.
- Training how to sell the products.
- Training for phone marketing.