Department: Wealth Management Scope of Roles: 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. · To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line Manager. · To comply with the guidelines listed in operation manual and IPSP on all sales process 任职要求：· Extensive knowledge on 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 关键字：保险