Team Lead - Bancassurance Specialist

About the role

As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here. Team Lead, Bancassurance Specialist The Team Lead, Bancassurance Specialist (TL-BAS) is responsible for leading and driving the bancassurance business through effective team management, strategic planning, and execution of sales initiatives. This role plays a critical part in achieving the Bank's growth ambitions by building a high-performing BAS team, strengthening sales capabilities, and ensuring disciplined execution across all bancassurance activities. The TL-BAS will act as both a people leader and a sales driver, providing direction, coaching, and oversight to ensure sustainable business growth, strong compliance culture, and excellent customer outcomes.

Responsibilities

• Sales Leadership and Business Performance
• Lead and drive the overall bancassurance sales performance of the assigned BAS team, ensuring achievement of both individual and team KPIs.
• Set clear sales targets, monitor performance metrics, and ensure disciplined execution to meet or exceed business goals.
• Drive productivity, participation rates, and conversion ratios across the team.
• Provide hands-on support in key client engagements and complex sales situations to maximize closure rates.
• Team Management and Development
• Lead, coach, and develop a team of Bancassurance Specialists to build a high-performance sales culture.
• Conduct regular performance reviews, provide constructive feedback, and implement improvement plans where required.
• Mentor team members on sales skills, product knowledge, and customer engagement strategies.
• Foster strong teamwork, accountability, and a results-driven mindset within the team.
• Talent Acquisition and Capability Building
• Lead the end-to-end hiring process for BAS, including sourcing, interviewing, and onboarding of high-quality candidates.
• Support new hires in building the required skills and understanding of the sales process to drive effective and consistent performance.
• Identify skill gaps and plan targeted training initiatives to continuously uplift team capabilities.
• Ensure all team members maintain required licensing and certifications.
• Sales Planning and Execution
• Develop and implement strategic sales plans aligned with the Bank's business priorities and bancassurance growth targets.
• Develop and execute sales activities, including customer events, roadshows, and engagement campaigns, to drive business growth.
• Collaborate with key stakeholders and insurance partners to drive and deliver joint sales initiatives.
• Ensure consistent execution of sales processes and best practices across the team.
• Campaigns and Business Initiatives
• Conceptualize, plan, and execute sales campaigns and initiatives to drive business momentum and pipeline growth.
• Track campaign performance, derive insights, and optimize strategies to improve effectiveness.
• Collaborate with internal stakeholders and insurance partners to roll out product campaigns and promotional activities.
• Stakeholder Management and Collaboration
• Build strong working relationships with key internal stakeholders across business units and functions.
• Act as a key liaison with insurance partners to ensure alignment on business objectives and service delivery.
• Support cross-functional initiatives to enhance bancassurance penetration and customer engagement.
• Customer Experience and Service Excellence
• Ensure the team delivers consistent, high-quality advisory services aligned with customers' financial needs.
• Oversee the handling of escalated customer issues and ensure timely and effective resolution.
• Promote a customer-centric culture focused on long-term relationship building and satisfaction.
• Compliance and Risk Management
• Ensure all team activities adhere strictly to regulatory requirements, internal policies, and sales governance standards.
• Monitor sales conduct and documentation to ensure accuracy, completeness, and audit readiness.
• Promote a strong culture of ethics, compliance, and risk awareness within the team.
• Qualifications and Experience
• Bachelor's degree

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