Executive Coordinator Bancassurance for Bank Alfalah Ltd
EFU Life Assurance Ltd
مجموع سنوات الخبرة :20 years, 4 أشهر
Lead Bancassurance business and Identification of the right Bancassurance, selling insurance services to bank clients and creating a new income stream fully fee based to add additional services to the bank’s portfolio
Giving importance mainly the following aspects: products, services, pricing and commission to be earned by the bank.
Drawing up of strategies and plans for implementation of Bancassurance offerings to BD clients including launch plan.
Drawing up training need and training to the relevant staffs for the services and offerings of the bank Bancassurance.
Coordination with the Bank Alfalah to iron out all problems easily and in time fresh business submission, renewals, claims, surrenders and partial surrenders.
To insure strong partnership between Partner Bank and Insurance Company in achieving organizations goals.
Creating and implementing the strategic sales actions to ensure that the targets are fully met by the branch.
Managing team of 20 consultants in direct sales effort of the company’s branch also recruiting new sales force for branch.
Reporting to regional manager and branch manager about the ongoing activity in the branch.
Clients/Customer Services to be fulfilled in terms on Claims, Maturities, Surrenders and Partial Withdrawals.
Coordinating all the sales and marketing activities through the out the location to ensure that the highest standard of performance and services are maintained.
Providing financial planning to the clients and prospects and ensure that needs are fully satisfied.
Introducing new products launched by the company to existing clients.
Worked as a Team Leader at Branch Level.
Providing Training to Team and new recruitments in the field.
Giving Company presentations to Corporate sector, providing them Health, Life and General Insurance.
Clients Services to be fulfilled in terms on Claims, Maturities, Surrenders and Partial Withdrawals.
Introducing Company’s Financial Services to elite class of the city and its surroundings to achieve the individual business targets.
Direct Selling Life Insurance Products to the Prospects.
Service Calls to Existing Clients and continues finding prospects for generating business.
Preparing insurance Quotations after the sales presentations for the prospects.
Identifying proper financial need of a prospect and offering the financial consultancy accordingly.
Providing best client services to existing clients and new clients on behalf of company.