Bancassurance Specialist

Overview

Join to apply for the Bancassurance Specialist role at OCBC .

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. Our ambition is to be Asia’s leading financial services partner for a sustainable future. Join us to build the bank of the future and innovate how we deliver financial services.

About The Job

The Bancassurance Specialist (BAS) plays a pivotal role in driving the Bank’s bancassurance business by providing expert insurance advisory, supporting Relationship Managers (RMs), and ensuring seamless sales execution. The BAS contributes to achieving the Bank’s vision, business strategies, and growth plans by delivering tailored insurance solutions that meet customers’ financial needs while adhering to compliance and governance standards.

Key Responsibilities

Sales and Advisory Support

• Provide need-based bancassurance advisory to customers, ensuring insurance solutions align with their financial goals and risk profiles.
• Support RMs in closing insurance sales through joint sales efforts and direct sales closure.
• Take ownership of end-to-end direct sales closure, ensuring a smooth and efficient customer experience.
• Drive monthly bancassurance participation rates and other productivity metrics to achieve or exceed the KPIs in the APEx framework.

Collaboration and Stakeholder Management

Customer Service and Issue Resolution

Compliance and Risk Management

What We Offer

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are cared for as the needs of our customers.

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