岗位描述
Job Responsibilities:
Proactively explore Dah Sing Bank’s corporate banking customer base to identify and develop new general insurance business opportunities and drive sustainable new business growth
Work closely with DSB corporate / commercial banking frontline teams, including relationship managers and product specialists, to design and implement insurance propositions that support both existing and new corporate customers
Conduct regular portfolio reviews to identify cross-sell and upsell opportunities within the existing corporate portfolio, such as expanding coverage, increasing sum insured, or bundling additional solutions
Develop and expand non-agent broker networks and professional intermediary relationships (e.g. accounting firms, consultants) as well as direct corporate clients to broaden new business sources and reduce reliance on single channels
Collaborate with internal product, underwriting, operations and customer service teams to structure tailored general insurance solutions for corporate banking clients, and support quotation, negotiation and deal closing
Monitor channel and project performance, including new business premium, renewal performance and effectiveness of cross-sell / upsell initiatives, and provide regular updates and recommendations to management
Support and drive various business development and promotional activities (e.g. RM briefings, client seminars, webinars, joint marketing campaigns) to enhance awareness of our insurance offerings among DSB corporate clients
Contribute to the development and enhancement of business development processes, sales tools and pitch decks to improve sales effectiveness and customer experience
For Senior Manager level, take the role of project owner / coach to lead or mentor junior team members and drive key strategic business development initiatives
Job Requirements:
University degree in Business, Finance, Marketing or related disciplines
5–8 years of relevant experience in general insurance, bancassurance or corporate banking business development. Candidates with less experience may be considered for Manager; those with stronger corporate / partner network experience may be considered for Senior Manager
Solid experience in business development or corporate client management, with a proven track record in developing new clients, new channels and cross-sell / upsell initiatives
Good knowledge of Hong Kong general insurance products and market. Experience working with banks, insurance partnerships or corporate clients is an advantage
Existing non-agent broker and professional intermediary network (e.g. business partners, accountants, consultants) will be a strong plus
Strong commercial acumen and analytical skills, with the ability to interpret portfolio performance and translate insights into concrete sales actions and pipeline plans
Excellent communication and stakeholder management skills, with the ability to build long-term working relationships with bank relationship managers, internal teams and external partners
Self-motivated, result-oriented and able to work independently under pressure and tight timelines while managing multiple projects
Good command of spoken and written English and Chinese; proficiency in Cantonese is essential, and Putonghua is an advantage
IIQE or other relevant insurance qualifications will be an advantage