Senior Executive - Bancassurance

About the role

AIA Sri Lanka is looking for a full-time, on-site Senior Executive for its Bancassurance team in Colombo. The role grows bancassurance business by working closely with bank partners, including frontline staff and branch management, and supports sales activities, product training and guidance to bank teams.

Key responsibilities

• Monitor performance against targets and analyze sales data to identify growth opportunities
• Implement campaigns and initiatives to drive cross-selling
• Support sales activities and conduct product training
• Ensure compliance with regulatory requirements and company policies, and maintain high customer service standards
• Prepare regular reports and updates for management

Required profile

• Experience working with bank branches or financial institutions
• Knowledge of life and health insurance products and understanding of bancassurance operations
• Bachelor's degree in Business, Finance, Marketing or a related field; professional insurance or finance qualifications are an advantage
• High level of integrity, customer focus and adherence to compliance standards

Required skills

• Sales, relationship management, communication, presentation and negotiation
• Analytical and reporting skills, including interpreting sales data and market trends
• Proficiency in MS Office tools and comfort with digital sales and reporting platforms