Insurance Product Expert, Kuching
HSBC
- Kuching, Sarawak
- Permanent
- Full-time
- To achieve the desired Relationship Manager and Branch sales performance targets
- To achieve wealth insurance revenue aspiration.
- To achieve the target product mix for PERML.
- To achieve overall participation, productivity, conversion ratio, profitability and quality sales by individual Relationship Manager and Branch.
- Performing professional support to Relationship Manager and Branch Leaders satisfaction.
- Conducting reviews of Relationship Managers' client portfolios to identify any solution gaps and concentration risk.
- Supporting Relationship Managers in client meetings, by explaining complex solutions related to their specialist areas and how they meet client's needs. Also identifying coaching opportunities for performance improvement.
- Keeping Relationship Managers abreast of new product launches, improving product specific technical knowledge and their understanding of market outlook and trends.
- Recommending solutions to meet clients' needs and their risk profile. This looks at the risk level of products held, against the risk profile of clients in Relationship Managers' portfolios.
- The values which are expected to be always demonstrated, that is to be Open, Connected, Dependable and act with Courageous Integrity at all times.
- Provide financial planning advice to customers in relation to their insurance portfolio
- Provide updates via regular sales management meeting with sales leader
- Organising branch activities i.e customer event in regional/branch level.
- Responsible on overall insurance business of Relationship Manager and Branch
- Provides after sales service & guidance to customers such as minor claims process, policy changes, etc.
- Candidate must possess at least a Bachelor’s Degree, Professional Diploma /Degree, Business Studies/ Administration/ Management, Marketing or equivalent.
- Highly results oriented and keen interest in product support position.
- With min 3 years of relevant working experience in financial service industry with sales experience in Bancassurance and life insurance protection product preferably in a banking environment.
- Good communication and interpersonal skills.