Job Overview
- Ensure effective financial planning, monitoring and reporting for the Business Bank and/ or CIB segments within the bank by setting budgets, tracking performance against financial and strategic targets.
- Providing monthly performance reports and insights to the business to support informed decision making and achievement of business objectives.
- Develop and manage Bancassurance financial and sales budgets, monitor and report performance against targets.
- Review the sales on-boarding processes to have all Bancassurance products embedded at the point of sale.
- Establish effective reporting and cross-selling measurement systems and continuously review IT, financial, and management information systems to ensure efficiency and informed decision making across the bank.
- Oversee integration of insurance products across business units, ensuring compliance, efficiency and profitability.
- Drive product development, pricing, and customer communication in line with Bancassurance strategy and regulations.
- Ensure strong collaboration with brokers, insurers, and internal banking teams to enhance service delivery.
- Review and optimise internal processes, systems and reports to support growth and informed decision making.
- Ensure effective human resource management by providing comprehensive training on Bancassurance products, systems and procedures.
- Ensure all staff have access to and comply with established processes while addressing support and performance needs across business units.
- Deliver, superior customer experience through efficient, secure, and comprehensive Bancassurance solutions.
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