MGR, Partner Engagement, HSBC Life Insurance
2 weeks ago
This role plays a vital role acting as the key contact point with HBCN RBWM and HACN RBWM to develop and maintain a sound and sustainable partnership on a CNQ level basis, with directly reporting to the distribution support head. It ensures effective mutual communication and facilitate strategy implementation to boost sales across the entity.
The role of MGR, Partner Engagement directly reports to Head of Business Management. The primary reponsibilities of the role are to provide business support to Wholesale Distribution teams of the branches and to drive the implementation of the business development plans and strategies.
We are currently seeking an experienced professional to join our team.
In this role, you will:
Analyze and regularly tracking on the business performance and KPIs of the branches and channels, not limited to product mix, frontline productivity, sales targets and results analysis.
Track and analyze the effectiveness of business promotion plans and other initiatives, including tracking the strategic project such as IS execution
Conduct the activity analysis on the business support of BDMs through daily logs to support the transition of BDMs
Maintain BDM Scorecard dashboard and periodically communicate with frontlines and related departments, including monthly/quarterly BDM Scorecard report generation, BDM Scorecard result communication, system upgrade and function optimization.
Board paper preparation and assist CDO to develop and execute the business development plans and strategies
Assist line manager to develop and execute the business development plans and strategies
RequirementsTo be successful in the role, you should meet the following requirements:
Over 5 years’ experience in Insurance industry, especially bancassurance channel and partnership model with banks as distributor
Very strong business acumen and excellent communication and problem solving skills
Excellent command of spoken and written English and Chinese
Must be a team player
Open-minded, quick-learner and self-driven
Strong educational background with bachelor’s degree; overseas education experience or finance related degrees are preferred
At least two years of work experience in financial service industry
Team player and strong communication and interpersonal skills
Strong analytical skills
Proficiency in English
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