Help bank staff to generate Life Insurance leads while conducting banking transactions Responsible for closure of sales leads Support Branch Managers to drive life insurance business Share knowledge about life insurance products to bank staff Provide data on various parameters of sales of Life Insurance to Branch Managers Closely work with bank sales & service team to answer any customer-related queries, and service the claims Establish and maintain positive relationships with prospects and existing clients Involve actively in all joint promotional activities by the bank and insurance company
Conduct basic training modules necessary for the onboarding of distribution channels. Assist new recruits to pass the regulatory exam and obtain licenses and ensure high completion rates on conducted training programs by keeping a robust and accurate database. Increase new agent activation by implementing monitoring and reporting results of initiatives as required by the training manager. Navigate the Learning Management System (LMS) and achieve all other required developmental programs. Accountable to mentoring for upward career movement by performing next-level functions and developing relevant competencies that provide value for that position under the guidance of the respective line manager. Sharing of distribution data and reports together with the line manager. Ownership of training master data and accountability of training programs report. Perform other functions or tasks that may be assigned by the immediate supervisor or department head in support of company KPIs.
• Proactively generate new product ideas and develop detailed business requirements that align with internal business strategies and market opportunities. • Work closely with cross-functional teams—including product design, product approval, implementation, marketing, and customer support—to bring products from concept to market. • Execute the product roadmap effectively, ensuring milestones are met, and adapt strategies based on market changes and internal feedback. • Monitor product performance using dashboards and key metrics, and analyze data to make informed decisions for continuous product improvement. • Manage the product backlog by prioritizing tasks, ensuring timely product updates, and supporting ongoing product maintenance activities. • Identify, assess, and mitigate risks associated with product launches, ensuring that all products comply with regulatory and internal standards. • Regularly report to the Head of Product Development, ensuring that the entire product portfolio is well-managed, up-to-date, and aligned with strategic objectives. • Stay abreast of market trends, competitor activities, and emerging technologies to maintain product relevance and recommend timely product enhancements or new developments.