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Retail Sales Support for Affluent Clients at UniCredit Bank Romania – drive insurance sales and customer satisfaction.
Full‑time role in Bucharest, supporting product knowledge, pipeline management, and compliance in a dynamic banking environment.
General Information
Job ID
100771
Company
UniCredit Bank Romania
Competence Line
Retail Banking
Country
Romania
City
București
Job Type
Professional
Functional area
Retail Banking Sales
Working time model
Full-time
Type of contract
Full-time Contract
· Asigura suport retelei de unitati Retail in a atinge in mod uniform si consistent eficienta in vanzarea produselor de asigurare pentru realizarea bugetelor utilizand initiativele si campaniile comerciale in vigoare, fiind in legatura cu toate liniile de competenta din cadrul Bancii
· Sustine cresterea profitabilitatii segmentului Retail si a cotei de piata din perspectiva veniturilor din asigurari, volumelor de prime de asigurare platite, a numarului de clienti beneficiari de produse de asigurare urmarind satisfacerea nevoilor clientilor, mentinerea competitivitatii bancii si obtinerea de rezultate sustenabile, aliniate cu strategia activitatii de asigurari.
What you'll be doing
In calitate de Sales Support Affluent Clients, Investment & Bancassurance:
· Oferirea de suport retelei de vanzatori de asigurari (sub-agenti afiliati) privind produsele de asigurare, procedurile, fluxurile si aplicatiile de lucru prin intermediul telefonului, e-mail-ului, vizitelor in sucursala/la clienti impreuna cu persoanele responsabile de segmentul Retail din Retea cu scopul satisfacerii nevoilor clientilor, cat si al generarii de rezultate sustenabile, respectand legislatia in vigoare si regulamentele interne ale bancii.
· Asigurarea unui proces de vanzare profesionist (de la prospectare pana la achizitie si obtinerea de noi referinte de potentiali clienti) – pipeline management, monitorizare a actiunilor comerciale (urmarind eficacitatea lor), si identificarea de noi canale de vanzare, educarea fortei de vanzare prin aplicarea cat mai rapida a celor mai bune practici care si-au dovedit eficacitatea;
· Participa la vizite in reteaua de unitati teritoriale si la clienti impreuna cu persoanele responsabile de segmentul clienti Retail din retea;
· Contribuie la dezvoltarea si implementarea activitatilor comerciale specifice segmentului asigurari
· Contribuie la procesul de creare de produse de asigurare noi si fluxurile aferente prin oferirea de feedback preluat din Retea si din intalnirile cu clientii
· Contributie la imbunatatirea si optimizarea functionarii proceselor interne si a procedurilor referitoare la performanta vanzarilor prin feedback-ul primit din partea sucursalelor
· Se implica in dezvoltarea activitatilor de training/coaching
Ofera suport/consiliere retelei de unitati Retail privind procesul de certificare initiala/continua in distributia de asigurari, asa cum este prevazut de legislatia in vigoare
What you'll need to succeed
· Experienta in Retail Banking, vanzari si marketing, abilitati Excel, Power Point si utilizare resurse AI
· Cunostinte de legislatie bancara, in domeniul asigurarilor, comerciala
· Recomandat: certificare in deomeniul asigurarilor si/sau notificare MIFID
· Cunostinte de limba engleza (scris si vorbit)
About UniCredit Group
UniCredit is a pan-European leading commercial bank providing best-in-class solutions and services across Italy, Germany, Austria, and Central and Eastern Europe. Our Vision is to be the Bank for Europe's Future. Our Purpose is to Empower Communities to Progress, delivering the best-in-class products and services for all stakeholders, unleashing the potential of our people and our clients across Europe. We serve over 20 million clients, supported by three Group product factories — Corporate, Individual and Payment Solutions — that ensure best-in-class expertise and scalable solutions across all markets. Our integrated model combines local proximity, deep client understanding and Group-wide capabilities, enabling seamless service and outstanding client experience. Digitalisation, operational excellence and a strong commitment to ESG principles underpin our journey, helping us deliver sustainable long-term value for clients, communities, employees and shareholders. Our shared Culture unites our people across all countries, empowering teamwork, driven execution and ambition through Ownership, Integrity and Caring.