Client Acquisition and Retention Expert

4 days ago


Manila, National Capital Region, Philippines Zurich Kotak General Insurance Full time

Job Summary:

Zurich Kotak General Insurance is seeking an experienced Client Acquisition and Retention Expert to join our Bancassurance Department. This is a critical role that requires a skilled professional who can build and preserve trusting relationships with our customers.

About the Role:

The ideal candidate will have a proven track record of success in the bancassurance field and excellent communication skills. You will work closely with bank branches to identify business opportunities and source business, using your analytical skills to support the business team in sourcing business.

Your Key Responsibilities:

  • Achieve sales targets for the allotted cluster of branch banking teams.
  • Work closely with bank branches to identify business opportunities and source business.
  • Train bank branches on various general insurance products.
  • Establish strong business relationships with the branch banking team.
  • Publish business dashboards to measure performance.
  • Execute projects and initiatives to increase product penetration.
  • Manage channels and generate business to achieve assigned targets.

Requirements and Skills:

  • Proven experience as a Client Relationship Manager.
  • Experience in the bancassurance field is a must.
  • Knowledge of customer relationship management practices.
  • Problem-solving attitude.
  • Excellent communication skills.
  • Aptitude for fostering positive relationships.
  • Teamwork and leadership skills.
  • Customer-oriented mindset.


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