Relationship Manager - New Protection & Savings Business #Dammam

a) Financial/Cash (Revenue/Cost):

Provide support in activating the incentive system for Bank Aljazira branch employees to boost sales.

Provide awareness of the company and its products to all Bank Aljazira branches.

Identify opportunities to achieve greater profits and increase financial returns.

Achieve sales targets (monthly, quarterly, and annual) according to the approved plan.

Ensure proper sales to ensure quality operations and regular payments.

b) Customer (Internal/External):

Establish strong and successful relationships with branches, area managers, and relationship managers in assigned regions.

Participate in regular discussions with branch employees to share knowledge about insurance and Aljazira Takaful products, and address their questions and concerns.

Responsible for achieving the sales target for the assigned region.

Fulfilling customer requests within a specified timeframe in accordance with approved policies and procedures.

Ensuring that all bank staff requirements regarding sales service and customer satisfaction are met.

Ensuring quality and credibility when explaining the company's products.

Explaining the importance of the company's programs by educating the bank's sales staff.

Organizing events and activities to achieve sales targets.

Assisting and guiding customers in all after-sales services for insurance products (protection and savings, general insurance, and medical).

Providing training on how to use electronic sales systems to ensure smooth operations.

Ensuring the completeness and accuracy of all information and documents in the system.

Providing high-quality customer service and ensuring the complete confidentiality of customer information.

Compliance with Central Bank regulations and related policies and procedures.

c) People/Employees:

Collaborate with the line manager and the Corporate Banking Relationship Management team to achieve shared goals.

Provide support and recommendations to improve the performance of the bank's corporate customer service teams.

Work on self-development and keep abreast of developments in the insurance sector, particularly in group insurance and corporate solutions.

Monitor corporate requirements and work to provide appropriate solutions in coordination with the underwriting team and relevant departments.

Provide ongoing training to sales staff to develop their understanding of corporate insurance solutions.

d) Internal Operations and Practices(Productivity/Quality/Reporting):

Preparing periodic sales reports (daily, monthly, quarterly, and annual) and submitting them to direct management for performance review.

Improving relationships with bank employees, especially those in the Corporate Relations Department, to ensure effective coordination.

Responding to corporate complaints and handling any issues related to insurance services in a professional manner.

Ensuring the implementation of the company's approved policies and procedures and compliance with all relevant laws.

Establishing a new corporate client base in cooperation with the bank to expand the scope of work.

Following up on pending contracts in coordination with the underwriting team and ensuring timely closing of deals.

Providing innovative ideas to improve the quality of service provided to companies and enhance customer satisfaction.

Commitment to time management and follow-up on daily tasks to ensure productive efficiency.

Providing the necessary recommendations to improve internal processes related to corporate service.

e) Risk Responsibilities:

Protecting information and ensuring that:

Client files and documents are secure in accordance with company regulations.

Not disclosing the passwords of the company's systems.

Complying with all legal, financial, and operational requirements.

Ensure compliance with all risk management systems and compliance requirements.

Ensure that all documents and system records are accurate and maintained in a professional manner, with due respect for information security. Ensure the following within the work area:

Observe office policies.

Secure and safeguard client files and documents in accordance with company procedures.

Lock down workstations when left unattended.

Ensure the manager is informed of the following:

Problems or deficiencies in management practices, procedures, systems, and reports.

Any compromises to the company or client information.

Potential operational losses.

Suspicious transactions or suspicious activities that indicate fraud or money laundering, as defined in company procedures and external rules and regulations.

Report any incidents in accordance with internal and external risk management procedures and procedures.

Compliance to the manager and relevant parties.

Skills/Traits/Qualifications/Competencies:

Cost and quality awareness

Problem-solving ability

Excellent communication skills

Ability to foster positive relationships

Leadership skills and the ability to work as part of a team

Understanding results to achieve goals

Computer proficiency, including Microsoft Office suite

Attention to detail and time management skills

Ability to work under pressure

Educational Qualifications/Certifications:

Insurance Diploma or a similar major or higher

Fluency in English preferred

Insurance Fundamentals Certificate (IFCE) is a requirement

Experience:

• Two years or more experience in the insurance field.