AVP Regional Insurance Manager (Bangalore, KA, IN, 560001)

HSBC
Bengaluru
Workplace: OnsiteFull timeFunction: Insurance & ActuarialEducation: bachelorsSkills: ["Consultative selling","Needs analysis","Objection handling","Compliance","Data accuracy"]

Drive life insurance sales across the region by sourcing and converting unmapped client opportunities. Own end-to-end management of the HSBC sales process—from prospecting and needs analysis through proposals, submissions, underwriting requirements, issuance follow-up, and post-sale servicing. Conduct protection gap analysis, deliver clear product recommendations, and partner with operations and underwriting to ensure smooth client experiences, accurate case tracking, and strong funnel conversion and persistency quality.

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FursaFursa
HSBC
HSBC
2 days ago

AVP Regional Insurance Manager (Bangalore, KA, IN, 560001)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Drive life insurance sales across the region by sourcing and converting unmapped client opportunities. Own end-to-end management of the HSBC sales process—from prospecting and needs analysis through proposals, submissions, underwriting requirements, issuance follow-up, and post-sale servicing. Conduct protection gap analysis, deliver clear product recommendations, and partner with operations and underwriting to ensure smooth client experiences, accurate case tracking, and strong funnel conversion and persistency quality.
Location: Bengaluru
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Sr. Director level

Key Responsibilities

  • •Drive life insurance sales targets by sourcing and converting unmapped client opportunities across the region.
  • •Build and manage a disciplined pipeline from lead qualification through issuance and post-sale servicing follow-up.
  • •Perform protection gap analysis and recommend suitable solutions based on client needs, affordability, and risk considerations.
  • •Execute regulated sales activity in line with the HSBC Sales Process and documentation standards, explaining product features, risks, exclusions, charges, and commitments clearly.
  • •Partner with operations, underwriting, product partners/manufacturers, and IWPB stakeholders to progress cases, maintain accurate case tracking, and provide timely MI on funnel performance and quality indicators.

Key Requirements

  • •Hold an IRDAI Composite License or equivalent certification (or equivalent demonstrable experience for distribution/advisory activities).
  • •Bring substantial experience in life insurance sales and/or financial advisory with evidence of personal sales delivery and conversion.
  • •Apply consultative selling skills across fact-find, needs analysis, recommendation, objection handling, closing, and follow-through.
  • •Demonstrate strong understanding of AML standards and relevant local and Group compliance requirements for insurance sales.
  • •Maintain training and competency status, including Continuous Professional Development (CPD) requirements, and complete required AML and sanctions training assessments.
Education:Bachelor's
Skills:Consultative sellingNeeds analysisObjection handlingComplianceData accuracy
Licenses:IRDAI Composite License
Tech Stack:Case systems

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