Relationship Officer (Bancassurance – Contract) Job Vacancy at NCBA Bank –  Dar es Salaam September 2026

Job Purpose

Key Responsibilities & Weightings

• Financial & Sales Performance (30%)
  • Drive sales of life and general insurance products by prospecting and closing deals.
  • Identify new business opportunities and manage client pipelines.
  • Ensure premium collection and account reconciliation across assigned branches.
  • Maintain daily tracking and regular reporting of sales figures.
• Internal Business Processes (30%)
  • Process and book insurance policies accurately and in a timely manner.
  • Maintain up-to-date client files and documentation.
  • Facilitate and support claims processing and follow-ups.
  • Ensure timely submission of operational and sales reports.
• Customer Service & Client Engagement (30%)
  • Provide after-sales support and ongoing insurance advisory services to clients.
  • Conduct client visits, consultations, and site assessments.
  • Support branch staff and lead monthly training sessions on insurance products.
• Learning & Growth (10%)
  • Stay informed on product updates, market trends, and modern sales techniques.
  • Actively participate in professional development programs.
  • Foster a collaborative and positive workplace environment.

Organizational Relationships

• Direct Reports: None
• Internal Stakeholders: Branch Managers, Relationship Officers, Bancassurance Team
• External Stakeholders: Insurance Clients, Underwriters, Claims Assessors

Requirements & Qualifications

• Education: Bachelor’s degree in Insurance, Risk Management, or a related business field.
• Professional Certifications: Certificate of Proficiency in Insurance (COP).
• Experience: 2+ years of relevant experience in banking, insurance, or related financial services.
• Technical Skills:
  • Proficiency with the Smart Policy System and MS Office Suite.
  • Strong understanding of banking and insurance products.
  • Competence in sales administration, client advisory, and policy processing.
  • Solid numerical, analytical, and negotiation skills.
• Key Competencies:
  • Strong verbal and written communication.
  • High attention to detail, integrity, and proactive initiative.
  • Customer-focused with excellent interpersonal and presentation abilities.