Insurance Specialist
渣打银行 (中国) 有限公司深圳分行
- 公司规模:1000-5000人
- 公司性质:外资(欧美)
- 公司行业:银行
职位信息
- 发布日期:2020-10-08
- 工作地点:深圳
- 招聘人数:1人
- 工作经验:3-4年经验
- 学历要求:本科
- 语言要求:英语良好
- 职位类别:保险业务经理/主管 理财顾问/财务规划师
职位描述
The Role Responsibilities
To maximize the competitive advantage of the Bank’s Insurance business through conducting, meeting with customers, recommends life insurance product to best suit their individual needs and family protection, towards achieving predictable business goals.
Key Responsibilities/Challenges:
· Responsible for branch’s Banca revenue target and their individual target based on IS scorecard.
· Joint call with RM on Banca products (mainly focused on RP products).
· Fully engage to in branch Banca micro-marketing events and work with local insurance co for city banca seminar accordingly with Banca seminar plan.
· Responsible for Banca business tracking, which includes business performance tracking, portfolio analysis, successful story sharing and outstanding event broadcast.
· Work closely with IC and timely update performance of Investment Linked Product (ILP) and market outlook.
· Track and ensure Banca license effectiveness of RM.
· Provide onsite training on Banca products to frontline to ensure annual 40-hour training required by regulator.
· Analyses customers’ personal financial situation and identifies their needs in financial services; and recommends life insurance products and investment-linked products to best suit their needs.
· Accountable for implementing and complying with AML requirements when performing duties.
· To comply with the guidelines listed in operation manual and IPSP on all sales process.
Our Ideal Candidate
· Extensive knowledge in insurance (both life and non-life)
· Good communication and coaching skill
· Ability of conducting s Banca seminar interpersonal and analytical skills
· ALE+ ILP licensed
职能类别:保险业务经理/主管理财顾问/财务规划师
公司介绍
渣打集团有限公司在伦敦及香港的交易所上市。
作为扎根中国历史最悠久的国际性银行之一,渣打银行从1858年在上海设立***分行开始,在华业务从未间断。2007年4月,渣打银行(中国)有限公司成为第一批本地法人银行之一。目前,渣打中国的营业网点已覆盖近30个沿海和内陆城市,充分显示了渣打对中国市场的长远承诺。
2019年,渣打银行赢得来自政府、行业机构和媒体颁发的多个奖项和荣誉,包括上海市人民政府上海金融创新奖、上海自贸试验区制度创新十大经典样板企业、《环球金融》***可持续金融银行、《***财经》***绿色金融机构、《21世纪经济报道》卓越金融服务机构、《澎湃》年度外资银行、《经济观察报》卓越外资银行、《财资》***人民币银行和***金融科技合作伙伴奖、《***财经》年度“一带一路”金融服务机构、《环球金融》“一带一路”***外资银行、《财新》***全球离岸人民币债券市场承销商、《贸易金融》***贸易金融外资银行、《亚洲银行家》中国***小微金融产品大奖、《界面》年度消费服务银行和年度财富管理服务奖、《上海证券报》年度财富管理品牌卓越奖、前程无忧人力资源管理杰出奖、中国银行业协会***公益扶贫实践奖等。
联系方式
- Email:recruitment.rcc@sc.com
- 公司地址:深圳市罗湖区深南东路京基100大厦 (邮编:518000)
- 电话:13662663084