Báo cáo thành công

1. Sales Leadership & Target Achievement

• Lead, manage, and motivate a team of Banca Executives to consistently achieve monthly and quarterly sales targets.
• Translate company and regional sales strategies into clear execution plans for the team.
• Monitor daily sales activities, pipeline performance, and conversion ratios across assigned branches.
• Take full accountability for team sales results and implement corrective actions where performance gaps are identified.
• Drive cross‑selling and upselling opportunities in collaboration with partner bank sales teams.
• Ensure sales targets are achieved through effective team management and branch execution, not just individual selling.

2. Team Management, Coaching & Capability Development

• Provide day‑to‑day supervision, coaching, and performance guidance to Banca Executives.
• Conduct regular field coaching, joint sales calls, and branch visits with team members.
• Identify skill and capability gaps and deliver targeted coaching on product knowledge, sales techniques, and customer engagement.
• Ensure Banca Executives effectively drive, support, and influence partner bank sales staff to generate insurance business under the corporate agent model.
• Support onboarding, training, and certification requirements (including IRC registration where applicable).
• Conduct regular performance reviews and implement development or performance improvement plans where required.
• Recommend recognition, performance improvement actions, or disciplinary measures in line with company policy.

3. Bancassurance Relationship Management

• Build and maintain strong, professional relationships with assigned partner bank branches.
• Support Banca Executives in engaging branch managers and frontline staff to generate quality leads.
• Coordinate and support joint sales campaigns, marketing initiatives, and customer engagement activities.
• Act as the first escalation point for branch‑level operational, service, or sales execution issues related to bancassurance.

4. Performance Monitoring & Reporting

• Track and analyze sales performance at team, individual, and branch level.
• Prepare and submit accurate and timely sales reports, forecasts, and management updates.
• Ensure all policies are accurately and promptly submitted through company digital platforms and systems.
• Use sales data and performance insights to drive continuous improvement in team productivity and effectiveness.

5. Compliance, Governance & Brand Stewardship

• Ensure all sales activities conducted by the team comply with regulatory requirements, internal policies, and ethical standards.
• Prevent mis‑selling and ensure high standards of sales documentation accuracy and quality.
• Ensure company branding and POSM materials are properly displayed and maintained at partner bank branches.

• Represent the company professionally and uphold brand values in all interactions with customers and partners.

1. Knowledge, Skills & Experience

• Bachelor’s degree in Finance, Business Administration, or related field
• 5+ years experience in banking, insurance, or financial services
• Strong communication and interpersonal skills. Experience in insurance or banking sales will be a plus.  
• Self-motivated and target-driven. English language proficiency would be an advantage.
• Basic computer literacy. Familiarity with CRM tools or digital platforms would be a plus.