锦鲤求职岗位描述
Identify and capitalize on high-value business opportunities by developing strategic product proposals for complex customer needs, directly driving significant RBW revenue growth. Lead joint calls with Relationship Managers (RMs) to address complex, multi-faceted customer needs, providing expert consultation on insurance solutions that integrate with broader wealth management portfolios. Drive insurance sales activity within the outlet by defining strategic targets, analyzing market trends, and coaching RMs and SBMs on advanced selling techniques to exceed performance KPIs. Handle relevant after sales service to customer for all of in force insurance policy i.e policy service or related insurance enquiry Responsible for local seminar delivery with various topics of wealth protection Lead routine training and role play among sales staff to build up skill level for insurance selling Highly recognized by frontline staff Ensure all compliance and control measures relevant are undertaken Conduct operational risk management to minimize risk exposure of the bank Bachelor's degree in a related discipline or other relevant qualifications; Minimum of eight years' insurance experience, with a proven track record in bancassurance and a strong history of managing high-value client relationships； Good communication skills; Strong self-motivation, outgoing personality and ability to work independently and under pressure; Proficiency in both English and Chinese, with good knowledge of PC application software; CET level 6 certificate holder.