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Manager, Trust Bancassurance Partnership
3 weeks ago
**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 requirementsAddress 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 issuesPrepare internal data reports for submission to Income and other stakeholders
**Reporting & Compliance**
- Generate and maintain monthly comprehensive data feedsPrepare 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
