Regional Bancassurance Specialist
1 week ago
This role is responsible for ensuring awareness and adherence to processes, policies, and codes of conduct for CBG frontline staff. The incumbent will also identify new areas requiring creation of controls/processes, process strengthening, and additional monitoring.
Key Responsibilities:
- Ensure Premium Volumes and Revenue objectives of the VRM Channel.
- Impart effective training on Specified Person code of conduct, launch/refresher training on insurance products, AML/ULIP certification trainings, and maintain attendance records.
- Implement insurance sales process and investment profile suitability of clients to purchased products.
- Persist insurance products through coordination with Central Product team and insurer partners for timely policy renewals.
- Provide feedback from market and customers to Central Bancassurance Product team for continuous improvement/ideation of new products and processes.
Requirements:
- Demonstrated track record in FLOD, managing regulatory and operational risk along with process adherence.
- Exposure to monitoring of sales processes & regulatory compliance.
- Intensive knowledge of Indian banking and regulatory guidelines.
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