• Understand SME (annual sales below 400 MB) client’s needs and identify the opportunities for the bank
• Establish relationships with new SME clients and maintain strong, long-lasting business relationships with existing clients
• Design call plan/ customer visit plan
• Create and execute account plans for the clients under one’s portfolio
• Ensure the timely and successful delivery of SME business solutions according to customer needs and objectives.
1. Recruit and select potential agents to plan and search for high-potential prospective Broker/Agents, and conduct structured interview / ดูแลงานประกันวินาศภัย
2. Educate Broker/Agents to meet customers' needs and right attitude in insurance business
3. Educate and promote the use of Underwriting Department such as market analyst or underwriting to help agents manage a profitable book of business
4. Communicate with Broker/agents about new product & support the use of appropriate sale to