Expert, Business Development (Techcom Insurance)
Hạn nộp hồ sơ: 11/12/2026 (Còn 26 ngày)
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Job Purpose
Acts as a key contributor in supporting the execution of business strategies and service initiatives within the bancassurance channel, under the guidance of the Head of Bancassurance. The Expert is responsible for analyzing business performance data, coordinating sales activities, monitoring service quality, and proposing operational improvements to enhance channel efficiency, customer experience, and partner engagement.
Key Accountabilities (1)
1. Supporting Strategy Execution and Channel Development
- Collaborate closely with the Head of Bancassurance to conduct market research, analyze customer behavior, and identify distribution trends across banking partners.
- Assist in developing tailored sales programs, marketing campaigns, and product solutions aligned with each bank's customer profile and regional dynamics.
- Participate in the rollout of strategic initiatives, ensuring alignment with channel objectives and operational feasibility.
- Provide input on partnership proposals, product positioning, and campaign design based on field insights and performance data.
- Coordinate with product, legal, and technology teams to support the seamless launch of insurance offerings through bank platforms.
- Contribute to the refinement of reporting tools and sales dashboards to improve visibility and decision-making.
- Attend internal planning sessions and represent the business development function in cross-functional working groups.
- Collaborate closely with the Head of Bancassurance to conduct market research, analyze customer behavior, and identify distribution trends across banking partners.
- Assist in developing tailored sales programs, marketing campaigns, and product solutions aligned with each bank's customer profile and regional dynamics.
- Participate in the rollout of strategic initiatives, ensuring alignment with channel objectives and operational feasibility.
- Provide input on partnership proposals, product positioning, and campaign design based on field insights and performance data.
- Coordinate with product, legal, and technology teams to support the seamless launch of insurance offerings through bank platforms.
- Contribute to the refinement of reporting tools and sales dashboards to improve visibility and decision-making.
- Attend internal planning sessions and represent the business development function in cross-functional working groups.
Key Accountabilities (2)
2. Sales Activity Coordination and Performance Monitoring
- Track and analyze key sales indicators including revenue, conversion rates, persistency ratios, and advisor productivity across assigned regions.
- Support the implementation of sales activation programs, incentive schemes, and tactical campaigns to drive performance.
- Work with regional managers and insurance consultants to ensure sales activities are executed effectively and in compliance with internal guidelines.
- Prepare performance reports and business reviews for management, highlighting trends, risks, and opportunities.
- Assist in budget planning and resource allocation for sales initiatives, ensuring optimal use of funds and alignment with growth targets.
- Identify operational bottlenecks and propose solutions to improve sales efficiency and advisor engagement.
- Participate in periodic audits and quality checks to ensure adherence to sales protocols and regulatory standards.
- Track and analyze key sales indicators including revenue, conversion rates, persistency ratios, and advisor productivity across assigned regions.
- Support the implementation of sales activation programs, incentive schemes, and tactical campaigns to drive performance.
- Work with regional managers and insurance consultants to ensure sales activities are executed effectively and in compliance with internal guidelines.
- Prepare performance reports and business reviews for management, highlighting trends, risks, and opportunities.
- Assist in budget planning and resource allocation for sales initiatives, ensuring optimal use of funds and alignment with growth targets.
- Identify operational bottlenecks and propose solutions to improve sales efficiency and advisor engagement.
- Participate in periodic audits and quality checks to ensure adherence to sales protocols and regulatory standards.
Key Accountabilities (3)
3. Service Quality Enhancement and Advisor Enablement
- Contribute to the development and implementation of service standards across the bancassurance channel, focusing on customer experience and advisor professionalism.
- Monitor customer feedback and service metrics to identify areas for improvement and recommend corrective actions.
- Support the design and delivery of training programs for insurance consultants, covering product knowledge, advisory skills, and service etiquette.
- Collaborate with HR and training teams to build career development pathways and performance evaluation frameworks for front-line staff.
- Facilitate knowledge-sharing sessions and mentoring initiatives to foster continuous learning and best practice adoption.
- Assist in creating service playbooks, advisor toolkits, and customer interaction guidelines to standardize service delivery.
- Promote a customer-centric culture and reinforce brand values through daily engagement with field teams.
- Contribute to the development and implementation of service standards across the bancassurance channel, focusing on customer experience and advisor professionalism.
- Monitor customer feedback and service metrics to identify areas for improvement and recommend corrective actions.
- Support the design and delivery of training programs for insurance consultants, covering product knowledge, advisory skills, and service etiquette.
- Collaborate with HR and training teams to build career development pathways and performance evaluation frameworks for front-line staff.
- Facilitate knowledge-sharing sessions and mentoring initiatives to foster continuous learning and best practice adoption.
- Assist in creating service playbooks, advisor toolkits, and customer interaction guidelines to standardize service delivery.
- Promote a customer-centric culture and reinforce brand values through daily engagement with field teams.
Key Relationships - Direct Manager
Head of Bancas
Key Relationships - Direct Reports
Key Relationships - Internal Stakeholders
Teams inside and outside of unit and division
Key Relationships - External Stakeholders
Customers
Success Profile - Qualification and Experiences
Domain Expertise
- At least 8 years of experience in the insurance, bancas, banking,...
- Deep understanding of life insurance products, sales processes through banks and customer behavior.
- Priority is given to candidates with experience implementing multi-channel Bancassurance (direct, digital, through financial advisors).
- Experience in using financial, banking, insurance software
- At least 8 years of experience in the insurance, bancas, banking,...
- Deep understanding of life insurance products, sales processes through banks and customer behavior.
- Priority is given to candidates with experience implementing multi-channel Bancassurance (direct, digital, through financial advisors).
- Experience in using financial, banking, insurance software
Qualifications
- Graduated from University or higher, preferably with a university degree / Major: Finance and banking; Foreign Trade; Economics or related field.
- English proficiency: TOEIC certificate or equivalent according to company's requirement
- Graduated from University or higher, preferably with a university degree / Major: Finance and banking; Foreign Trade; Economics or related field.
- English proficiency: TOEIC certificate or equivalent according to company's requirement
Thông tin chung
- Thu nhập: Thỏa thuận
Việc làm tương tự khác
Thương Hiệu Bánh Mì Hàn Quốc Bread Factory - Công ty TNHH Jin Việt Nam
Hà Nội
6.000.000 - 8.000.000 +
VIỆN DƯỠNG LÃO PHƯƠNG ĐÔNG ASAHI - CHI NHÁNH CÔNG TY TNHH TỔ HỢP Y TẾ PHƯƠNG ĐÔNG
Hà Nội
8 - 12 Triệu VND
Ngân hàng Thương mại Cổ phần Kỹ Thương Việt Nam (Techcombank)
Xem trang công ty- Địa chỉ công ty: Số 6 Phố Quang Trung, Phường Cửa Nam, TP Hà Nội, Việt Nam
- Quy mô: Trên 10.000 nhân viên
- Lĩnh vực: Ngân hàng/ Tài Chính
Thông tin công việc
Vị trí:
Nhân viên
Hình thức làm việc:
Toàn thời gian
Việc làm tương tự
Chuyên viên/Chuyên viên Cao cấp Quan hệ Khách hàng cá nhân - Hà Nội, Hồ Chí Minh
Ngân hàng TMCP Việt Á - VietABank
Hà Nội, Hồ Chí Minh
10 - 25 triệu VND + Thưởng
Nhân Viên Tư Vấn Ngân Hàng Mb Bank Tại Đống Đa,
Công Ty Cổ Phần Truyền Thông Kim Cương
Hà Nội
8 - 12 Triệu VND
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