Serve as the key owner and custodian of all bancassurance and premium financing product documents.
Ensure all product documentation is accurate, compliant with regulatory standards, and clearly communicates product features and terms to customers and internal teams.
A minimum of 10-20 years of professional experience, with significant exposure to product and/or loan documentation within the banking or insurance sectors.
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Managed and oversaw bancassurance distribution channels across the Klang Valley region, ensuring alignment with organizational objectives and achievement of sales targets.
Led and guided Business Development Executives (BDE) and Business Development Managers (BDM) in executing business and marketing strategies to drive revenue growth and meet departmental goals.
Built and maintained strong relationships with key business partners, enabling continuous collaboration, consistent business support, and sustainable growth opportunities.
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You will champion the sales and marketing of Bancassurance products at a national level, serving High Net Worth Client in partnership with the strength of 264 branches of our partnering bank.
Develop and execute strategic plans to grow HNW insurance sale through the bank's affluent and high net worth channels.
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Lead negotiations internally and externally to secure resources and budget for the team
Marketing execution
Execute your planned campaigns from end-to-end. Work with internal and external stakeholders on securing marketing channels, producing campaign visuals, crafting marketing copy and selecting the leads criteria for your campaign
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Provide ongoing training, coaching, and advisory support to partner banks, including OCBC and other financial institutions.
Conduct regular product briefings, refresher sessions, and capability‑building workshops for bank branches.
Deliver marketing support to bank frontline teams to enhance product knowledge, customer engagement, campaign activation, and speaker for customer events.
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Actively partner Institutional Banking Group (IBG) Relationship Managers (RMs) in identifying each corporate client’s needs via account plan and providing suitable solutions in the areas of Risk Management via insurance products.
Develop, conceptualize and provide insurance advisory services to bank customers.
Drive sales performance of frontline sales to achieve overall sales targets assigned for insurance products
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