HSBC

1 week ago

AVP - Insurance Specialist - West

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Drive insurance outcomes for Premier clients by partnering with Premier Relationship Managers and aligned branch/service channels. Identify protection gaps using a needs-based approach, recommend suitable insurance solutions, and enable simplified insurance journeys to improve conversion and client experience. Support product adoption, contribute to launches, coach PRMs on product knowledge, and conduct portfolio/protection reviews. Ensure recommendations meet suitability and policy standards while complying with local regulations.

Location: Mumbai

Workplace: Onsite

Employment Type: Full time

Job Function: Insurance & Actuarial

Seniority: Mid level

Key Responsibilities

•Convert identified protection needs into appropriate insurance solutions by supporting Premier Relationship Managers and channels.
•Identify protection gaps using a needs-based approach and recommend suitable insurance solutions.
•Enable simplified insurance journeys to improve conversion and client experience; support process/tool adoption and relevant product launches.
•Conduct protection/portfolio reviews to assess suitability and help manage risks and opportunities.
•Coach PRMs and teams to improve product knowledge, sales effectiveness, and quality while ensuring compliance with IWPB policy and local regulations.

Key Requirements

•IRDAI certification (mandatory, as applicable to the market and role requirements).
•3–5 years’ experience in a similar role or in insurance selling (protection-focused), preferably within banking/wealth or a comparable distribution model.
•Attain and maintain any additional professional or internal standards required.
•Familiarity with AI-enabled tools is an advantage.
•Complete and maintain required licensing / T&C standards; deliver agreed development plans with the line manager.

Experience:3-5 yearsInsurance sellingProtection insuranceBankingWealth management

Skills:Client communicationCoachingRelationship buildingRisk awarenessCustomer-centricity

Certifications:IRDAI

Tech Stack:AI-enabled tools

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: 3.6

Website LinkedIn

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HSBC

1 week ago

AVP - Insurance Specialist - West

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Location: Mumbai

Workplace: Onsite

Employment Type: Full time

Job Function: Insurance & Actuarial

Seniority: Mid level

Key Responsibilities

•Convert identified protection needs into appropriate insurance solutions by supporting Premier Relationship Managers and channels.
•Identify protection gaps using a needs-based approach and recommend suitable insurance solutions.
•Enable simplified insurance journeys to improve conversion and client experience; support process/tool adoption and relevant product launches.
•Conduct protection/portfolio reviews to assess suitability and help manage risks and opportunities.
•Coach PRMs and teams to improve product knowledge, sales effectiveness, and quality while ensuring compliance with IWPB policy and local regulations.

Key Requirements

•IRDAI certification (mandatory, as applicable to the market and role requirements).
•3–5 years’ experience in a similar role or in insurance selling (protection-focused), preferably within banking/wealth or a comparable distribution model.
•Attain and maintain any additional professional or internal standards required.
•Familiarity with AI-enabled tools is an advantage.
•Complete and maintain required licensing / T&C standards; deliver agreed development plans with the line manager.

Experience:3-5 yearsInsurance sellingProtection insuranceBankingWealth management

Skills:Client communicationCoachingRelationship buildingRisk awarenessCustomer-centricity

Certifications:IRDAI

Tech Stack:AI-enabled tools

Company Brief

HSBC

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: 3.6

Website LinkedIn