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Insurance Product Expert, Kuantan
HSBCMalaysia16 days ago
Job descriptionPerforming 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 explainingplex 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. Rmending 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 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 preferrably in a banking environment. Goodmunication and interpersonal skills.
Responsibilities
a) Meeting of KPIs
- 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.
b) Sales Activities & Management
c) After Sales Service
Requirements
Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized.
Opening up a world of opportunity
HSBC ismitted to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by HSBC Bank Malaysia Berhad Job ID 0000L8B3
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Insurance • Malaysia
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