CMB Insurance Business Development Manager - Hang Seng Insurance - Hang Seng Bank (HK) (Mongkok, Kowloon, HK)

HSBC
Hong Kong
Workplace: OnsiteFull timeFunction: Business Development & PartnershipsEducation: bachelorsSkills: ["Interpersonal skills","Communication skills","Presentational skills","Customer-centric mindset","Ability to manage complex interactions"]

Drive commercial insurance growth by formulating and executing sales strategies and collaborating with frontline distribution teams. Partner with relationship and insurance managers to identify clients’ financial needs and business opportunities, and support sales teams through end-to-end pre-case and post-case activities to improve closing ratios. Coach and train commercial insurance managers, and help implement compliance policy through provided training.

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FursaFursa
HSBC
HSBC
1 day ago

CMB Insurance Business Development Manager - Hang Seng Insurance - Hang Seng Bank (HK) (Mongkok, Kowloon, HK)

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Last checked: 14 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Drive commercial insurance growth by formulating and executing sales strategies and collaborating with frontline distribution teams. Partner with relationship and insurance managers to identify clients’ financial needs and business opportunities, and support sales teams through end-to-end pre-case and post-case activities to improve closing ratios. Coach and train commercial insurance managers, and help implement compliance policy through provided training.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Business Development & Partnerships
Seniority: Manager level

Key Responsibilities

  • •Formulate and implement sales strategic plans to achieve insurance business targets for commercial client segments with distribution frontline teams.
  • •Collaborate with Customer Relationship Managers and Insurance Managers to identify customers’ financial needs and business opportunities.
  • •Provide onsite support for sales teams across pre-case preparation, post-case evaluation, underwriting and operations to enhance closing ratio.
  • •Conduct training and coaching for commercial insurance managers to improve their knowledge and skills in promoting insurance products.
  • •Assist in implementing the Group’s/Bank’s compliance policy to ensure appropriate compliance resources, with training provided.

Key Requirements

  • •University degree in Business, Finance or related discipline.
  • •Proven experience in insurance sales/business development, preferably in commercial insurance.
  • •Experience in Commercial Banking, Private Banking, PRC exposure, law or trust background preferred.
  • •Passes in the Insurance Intermediaries Qualifying Examinations.
  • •Proficiency in Cantonese, Putonghua and English; mature, dynamic, and able to manage complex interactions.
Education:Bachelor's in Business, Finance or related discipline
Skills:Interpersonal skillsCommunication skillsPresentational skillsCustomer-centric mindsetAbility to manage complex interactions
Certifications:Insurance Intermediaries Qualifying Examinations
Languages:CantonesePutonghuaEnglish

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