Insurance And Investment Specialist- Business Banking

- Looks for opportunities and harvests all referrals for Investment and Insurance(I&I) sales for BB Team- BDOs/RMs. Presenting opportunities and value of Investment and Insurance products to BB Clients. Profile each customer met to understand their needs.
- Promote the Investment / Insurance business and generate FER through the BB portfolio by cross selling wealth products.
- Educate and present I&I ideas, opportunities, need analysis to the BB Team to generate referrals.
- Supports primary point of fulfillment of customer cross sell for all I&I Products in Business Banking. Responsible for end to end sale / service for I&I sales to BB.
- Up selling, cross-selling, providing regular market information updates and trend analysis to clients. Ensure superior customer service thereby contributing to the overall customer experience.
- Take ownership of customer complaint on Insurance. Co-ordinate with respective investment and insurance teams for resolution.
Be a team player and contribute to achievement of goals based on the Key Performance Indicators.
Provide constructive and constant feedback on improvement of I&I products, services, processes which may either reduce cycle time or costs or enhance customer satisfaction.
Minimizing Insurance attrition.
Operating Environment, Framework and Boundaries, Working Relationships- Work with I&I Proposition Team to understand products, markets, opportunities.
- Will directly interact with I&I department and their back office along with the following teams Investment Proposition Team: CCAM, DBC, RCO, TCM, TOC, Legal and Compliance