Business Development Manager, Bancassurance | Makati | Onsite | ASAP

Nezda Technologies, Inc.; Philippines; On-site; PHP 457,000 - 547,000; Full time

Benefits offered by this job

Competitive compensation package

Incentives and commissions

Up to 14th Month Pay

Clothing and Rice Allowance

HMO Coverage

Insurance Coverage

Career growth opportunities

Exposure to bancassurance and health/H

Job summary

Nezda Technologies, Inc. is seeking a sales professional with bancassurance and financial services experience to drive partnership growth through banking channels.

You will manage relationships with banking partners, pursue opportunities to expand HMO products, and lead strategic plans for bancassurance channel expansion. Strong sales and negotiation skills are essential to achieve revenue targets.

Qualifications

• Bachelor's degree in business-related field.
• 3–5 years of Bancassurance, Business Development, Insurance/HMO Sales, Banking or Financial Services experience.
• Proven experience managing bank partnerships or strategic business accounts.
• Strong track record of achieving sales and revenue targets.
• Excellent sales, negotiation, presentation and relationship skills.
• Proficient in MS Office and CRM tools.

Responsibilities

• Develop and strengthen relationships with banking partners, bancassurance teams, and key decision-makers.
• Identify opportunities to expand HMO products and services through bank channels.
• Drive sales, revenue, and partnership growth targets.
• Develop and execute strategic business plans for bancassurance channel expansion.
• Generate new business through bank referrals, cross-selling, and corporate banking relationships.
• Conduct sales presentations, product orientations, and business reviews with bank partners and clients.
• Provide training and product knowledge sessions to bank relationship managers and sales teams.
• Support bank partners with sales tools, marketing materials, and product updates.
• Build and maintain relationships with corporate clients acquired through bancassurance channels.
• Monitor account renewals, persistency, customer satisfaction, and partner performance.

Skills

Sales

Negotiation

Presentation

Relationship management

Communication

CRM tools

Education

Bachelor's degree in Business Administration/Marketing/Finance/Management or related field

Tools

Microsoft Office

CRM tools

Job description

About the role

This role is ideal for sales professionals with experience in bancassurance, insurance, HMO, banking, or financial services, with strong relationship management and business development capabilities. You will drive partnership growth, business development, and sales expansion through banking channels.

Key responsibilities

• Develop and strengthen relationships with banking partners, bancassurance teams, and key decision-makers
• Identify and pursue opportunities to expand HMO products and services through bank channels
• Drive sales, revenue, and partnership growth targets
• Develop and execute strategic business plans for bancassurance channel expansion
• Generate new business through bank referrals, cross-selling, and corporate banking relationships
• Conduct sales presentations, product orientations, and business reviews with bank partners and clients
• Provide training and product knowledge sessions to bank relationship managers and sales teams
• Support bank partners with sales tools, marketing materials, and product updates
• Build and maintain relationships with corporate clients acquired through bancassurance channels
• Monitor account renewals, persistency, customer satisfaction, and partner performance

About you

• Graduate of a Bachelor's Degree in Business Administration, Marketing, Finance, Management, or a related field
• At least 3–5 years of relevant experience in Bancassurance, Business Development, Insurance or HMO Sales, or Banking or Financial Services
• Proven experience managing bank partnerships, distribution channels, or strategic business accounts
• Strong track record of achieving sales and revenue targets
• Strong understanding of bancassurance operations and partnership management
• Excellent sales, negotiation, presentation, and relationship management skills
• Strong business acumen with the ability to identify and develop new opportunities
• Strong communication and interpersonal skills
• Proficient in Microsoft Office and CRM tools
• Willing to work onsite in Makati and on a flexible dayshift schedule

Benefits

• Competitive compensation package of up to ₱45,000 basic
• Attractive incentives and commissions
• Up to 14th Month Pay
• Clothing and Rice Allowance
• HMO Coverage
• Insurance Coverage
• Opportunity to build and manage strategic banking partnerships
• Exposure to bancassurance, corporate sales, and the healthcare/HMO industry
• Career growth and professional development opportunities