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RELATIONSHIP MANAGER BANCASSURANCE

Full time @Tropical Bank posted 16 minutes ago in Finance Email Job

Job Detail

  • Job ID 21261
  • Career Level  Manager
  • Experience  3 Years
  • Gender  Both
  • Industry  Administration
  • Qualifications  Degree Bachelor
  • Job Type  Full time

Job Description

DEPARTMENT: BUSINESS DEPARTMENT

REPORTS TO: MANAGER BANCASSURANCE

MAIN PURPOSE OF THE JOB:

Responsible for Bancassurance product sales through lead generation, prospecting, sales conversion, cross-selling, and retention of existing insurance sales.

DUTIES AND RESPONSIBILITIES

  • 1. To promote and sell insurance products in the branch by identifying customer needs and driving revenue growth through effective sales strategies.
    2. Actively participate in insurance sales activation programs marketing campaigns, roadshows, and customer awareness events organised by branch management and insurers in conjunction with the Manager Bancassurance.
    3. Assess customer financial and protection needs, recommend suitable insurance products based on client profiles, and explain policy benefits, terms, and conditions clearly to clients.
    4. Ensure timely policies renewals and premium collection.
    5. Identify and report any potential risks or issues related to insurance sales and customer interactions.
    6. Monitor the branch Insurance portfolio, to manage attrition and receivables, documentation, and policy anniversaries.
    7. cross-sell insurance products with bank products to generate additional business for the bank.
    8. Conduct presentations and sales meetings with customers to explain insurance products and benefits
    9. Follow up with potential and existing customers to ensure customer satisfaction and retention.
    10. Train and support branch staff on Bancassurance products, sales techniques, and compliance requirements.
    11. Generate regular sales reports and performance metrics for management Explaining banking and insurance products and processes to customers.
    12. Build customer relationships by providing after-sales services.
    13. Comply with bancassurance regulations, AML/CFT/CPF policies and procedures, non -compliance of which shall be addressed as per the bank disciplinary processes.
    14. Any other duty as shall be assigned to you from time to time.

PERSON SPECIFICATIONS

Qualifications

• A Bachelor’s degree in Finance, Commerce, Business Administration, Economics, Statistics, Management, or any relevant field.
• Relevant insurance qualifications ie CIU, DIU etc

Experience

• Experience in sales, preferably in Bancassurance or financial services, is an added advantage
• Knowledge of the financial services industry, specifically insurance and Commercial banking.
• Knowledge of both life insurance and general insurance

Behavioural competencies

• Effective oral and written communication skills.
• Effective negotiation and execution skills.
• High ethical standards and integrity.
• Client-focused with a proactive and results-oriented mindset.
• Ability to work in a fast-paced and dynamic environment.
• Proficiency in English Language and any other local language, preferably Luganda.

HOW TO APPLY

If you meet the above requirements, please submit your application online by sending a cover letter, a detailed CV, and copies of relevant academic and professional certificates to the following email address: recruitment@trobank.com

Application Deadline: 29TH MAY, 2026

NOTE: Tropical Bank Ltd is an equal opportunity employer. All applicants wil be considered for employment without attention to race, color, religion, sex, national origin or disability status Recruitment is strictly based on ment Offering, soliciting, or accepting any form of undue advantage during the recruitment process will result in automatic disqualification.

In accordance with the Uganda Data Protection and Privacy Act, 2019, Tropical Bank Ltd is committed to protecting the privacy and confidentiality of personal data collected during the recruitment process. By submitting your application, you consent to the collection, use, and processing of your personal information solely for recruitment and employment purposes, and in compliance with applicable date protection laws. Your information will not be shared with unauthorized third parties and will be retained only as long as necessary for the stated purposes.

Only shortlisted candidates will be contacted.

Important Procedure

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  • Read the Job description attached.
  • Apply using the Instructions Provided.
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Application ends in 9d 16h 59min

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