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Financial Solutions Expert

1 week ago

Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time
What We're Looking For:
We are looking for an experienced and motivated Insurance Product Expert to join our Wealth and Personal Banking team. As a key member of our team, you will be responsible for defining, managing, and achieving divisional business targets. Your primary focus will be on meeting KPIs, conducting reviews of client portfolios, and supporting Relationship Managers in client meetings.

Your Key Responsibilities:
• Meeting of KPIs: To achieve the desired Relationship Manager and Branch sales performance targets, wealth insurance revenue aspiration, target product mix for PERML, participation, productivity, conversion ratio, profitability, and quality sales by individual Relationship Manager and Branch. • Sales Activities & Management: Performing professional support to Relationship Manager and Branch Leaders satisfaction, conducting reviews of Relationship Managers' client portfolios, identifying coaching opportunities for performance improvement, keeping Relationship Managers abreast of new product launches, improving product specific technical knowledge, and understanding market outlook and trends. • After Sales Service: Providing after sales service & guidance to customers such as minor claims process, policy changes, etc.