AVP Regional Insurance Manager (New Delhi, National Capital Territory, IN, 110001)

HSBC
Delhi
Workplace: OnsiteFull timeFunction: Insurance & ActuarialExperience: 5+ yearsSkills: ["Consultative selling","Independent work","Pipeline discipline","Attention to documentation quality","Risk management"]

Drive end-to-end life insurance sales to unmapped clients across the region within International Wealth & Premier Banking. Own individual sales targets by sourcing and converting opportunities, building a disciplined pipeline, performing protection gap analysis, and executing the HSBC sales process from needs analysis through application-to-issuance and post-sale servicing. Maintain suitability, documentation, and conduct standards, manage risk and compliance (AML/sanctions/ABC), and provide accurate MI on funnel progress and quality outcomes.

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FursaFursa
HSBC
HSBC
8 hours ago

AVP Regional Insurance Manager (New Delhi, National Capital Territory, IN, 110001)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Drive end-to-end life insurance sales to unmapped clients across the region within International Wealth & Premier Banking. Own individual sales targets by sourcing and converting opportunities, building a disciplined pipeline, performing protection gap analysis, and executing the HSBC sales process from needs analysis through application-to-issuance and post-sale servicing. Maintain suitability, documentation, and conduct standards, manage risk and compliance (AML/sanctions/ABC), and provide accurate MI on funnel progress and quality outcomes.
Location: Delhi
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Own and deliver individual life insurance sales targets by sourcing and converting unmapped client opportunities.
  • •Build and manage a disciplined pipeline from lead qualification through issuance and post-sale servicing follow-through.
  • •Conduct protection gap analysis and recommend suitable solutions aligned to client needs, affordability, and risk considerations.
  • •Execute sales activities in line with the HSBC Sales Process and maintain required documentation, case tracking, and timely MI.
  • •Ensure compliance with IWPB policy standards and regulatory expectations, including AML/sanctions/ABC, fair treatment, complaint handling, and escalation of risks/issues.

Key Requirements

  • •Minimum 5 years’ experience in life insurance sales and/or financial advisory with evidence of personal sales delivery and conversion.
  • •Strong consultative selling capability including fact-find, needs analysis, recommendation, objection handling, closing, and follow-through.
  • •Solid understanding of AML standards and local/group compliance requirements relevant to insurance sales.
  • •Ability to work independently with strong organisation, pipeline discipline, and attention to documentation quality.
  • •Mandatory IRDAI Composite License (as applicable for distribution/advisory activities) with ongoing compliance and required AML & Sanctions training completion.
Experience:5+ yearsLife insuranceFinancial advisory
Skills:Consultative sellingIndependent workPipeline disciplineAttention to documentation qualityRisk management
Licenses:IRDAI Composite License
Certifications:IRDAI Composite LicenseAnti-Money Laundering trainingSanctions training

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn