Senior Banking Assistant - Bancassurance
Banking / Insurance / Financial Services
About the Employer
Job Description
Senior Banking Assistant
Bancassurance
DO YOU EMBRACE
PERSEVERANCE, DISPLAY RESILIENCE, AND BELIEVE THAT COLLECTIVELY
we can foster growth and progress together?
DFCC BANK
Keep Growing
You should ideally;
possess at least 4 years experience in a Bank/ Financial Institutions have a fair knowledge on the products and services offered by the Bank have good interpersonal and communication skills
have a flair for excellent customer service
exposure to bancassurance will be an added advantage
possess a part qualification in Banking will be an added advantage
possess knowledge in MS Excel & Analytics
be willing to travel to visit the branch network as and when required
You will be mainly responsible for;
assisting the unit head for the growth of bancassurance life business in order to achieve the ANP (Annual Net Premium) & Fee income targets
monitoring of lead generation of branches
maintaining Life Insurance master file & MI Reporting & Monitoring
monitoring of lapsed & Due report & assisting with AIA collection account reconciliation
monitoring and following up on monthly accruals of life insurance income
maintaining up to date records & timely delivery of management reports & Board papers
following up commission income, Reconciling & Distributing
organising/coordinating meetings, training, campaigns, promotions, awards ceremonies etc..
monitoring of branch FPE's (Financial Planning Executive)
being responsible for process improvements
A competitive remuneration package and other fringe benefits as well as structured career advancement opportunities and extensive training are on offer for the chosen candidate.
We are an equal opportunity employer, committed to promoting an inclusive and diverse environment. Recruitment to the Bank is based solely on merit and competency irrespective of other characteristics that make our employees unique.
Any form of canvassing is discouraged. Correspondence will only be with the short-listed candidates.
Please apply via e-mail by sending an updated CV or a DFCC Bank application form which could be downloaded from our website to [email protected] with the post applied for in the subject
by 18th March 2024.
Chief Human Resource Officer,
DFCC Bank PLC,
73/5 Galle Road,
Colombo 03
website - www.dfcc.lk
