Bancassurance Associate at Fosad Consulting

•    Plan & carry out marketing activities for Bancassurance products.
•    Customer Account & Relationship Management.
•    To provide & maintain, on an ongoing basis, a daily sales report, figures, forecasting & any other records which may be required  to keep up-to-date records of sales & performance.
•    Understanding the needs of the end customer & providing appropriate financial solutions.
•    Handling of Relationship to aid customer for all his wealth requirements.
•    Ensuring customer documentation is complete & in compliance with the bank’s requirements.
•    Resolve discrepancies associated with customer documentation.
•    Interaction with other team members.
•    Visiting existing clients and strengthen ties.
•    Meeting minimum 2 new prospective clients per day.
•    Providing client interaction with value calls.