critical success factors in bancassurance
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Critical Success Factors in Bancassurance. Critical Success Factors in Bancassurance. Bucharest, 2011 Neil Diamond LIMRA. Welcome & Introductions. Who is Neil Diamond What are the critical success for training in Bancassurance Trust and why is it so important Professionalizing the channel - PowerPoint PPT PresentationTRANSCRIPT
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Critical Success Factorsin Bancassurance
Critical Success Factorsin Bancassurance
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Critical Success Factorsin Bancassurance
Critical Success Factorsin Bancassurance
Bucharest, 2011Neil Diamond
LIMRA
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Welcome & IntroductionsWelcome & Introductions
Who is Neil Diamond What are the critical success for
training in Bancassurance Trust and why is it so important Professionalizing the channel How can LIMRA help?
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Critical Success FactorsCritical Success Factors
“Training is a critical part of the overall business performance, some
might even say the most critical”
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Critical Success FactorsCritical Success Factors
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Critical Success FactorsCritical Success Factors
“Training is a critical part of the overall business performance, some
might even say the most critical”
1.Who needs to receive training
2.What kind of training is required?
3.Who will be responsible for providing the training and checking the student has learnt what is required
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Trust & why is it so importantTrust & why is it so important
What role does trust (or mistrust or lack of confidence) play in shaping customer engagement?
What aspects of what we do (within the retail financial markets) harm trust?
What are the drivers of trust in determining choice of service provider?
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Professionalizing the channelProfessionalizing the channel
What professional standards best create a perception of trust amongst consumers?
How important are the following elements in driving trust Qualifications
Ethical standards
Continuous personal development
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How can LIMRA help?How can LIMRA help?
Developing Successful Bancassurance Distribution – Senior Executives
Leading Successful Bancassurance Distribution – Senior Team Manager/General Supervisor
Supervising the Sale – Team Manager
Bancassurance Selling – Sales Manager
Lead Management – Bank Teller
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Contact detailsContact details
Neil Diamond
Mobile: +44 7803 149855
Office: +44 1923 437685
e-mail: [email protected]