Relationship Manager (Insurance)
PI Business Consulting Limited
- Company Industries:Human Resources Management/Consultancy
Job Information
- Post Date:2022-05-20
- Career Level:Entry Level
- Location:Not Specified
- Yr(s) of Exp:1 years
- Qualification:School Certificate
- Employment Type:Full Time, Permanent
- Job Function:Banking / Finance Retail Banking Insurance Others Wealth Management
- Benefits:Double pay, Education allowance, Housing allowance, Life insurance, Medical insurance, Overtime pay, Performance bonus, Five-day
Job Description
- Relationship Manager
- Just focusing in Insurance selling
- One year Life Insurance closing experience in banking
- Requiring IIQE Paper 1 and 3 Only
- Attractive Year End Bonus
Key Responsibilities
- Enhance and maintain good customer relationship so as to solicit business opportunities by proactively rendering best-in-class service and cross-selling of the banking products.
- Achieve all sales target and business KPIs.
- Ensure selling the assigned regulated products are fully complied with regulatory requirements and internal selling procedures.
Requirements
- Secondary education or above, degree holder in Business Administration or related disciplines is preferred.
- Passed in IIQE for selling insurance products. (Passed in HKSI is an advantage)
- Possession of CFP / CFA / HKRFP / ECF qualification is an added advantage.
- Minimum 1 year of selling experience in banking industry.
- Familiar with retail banking practices and products.
- Strong sales drive with good interpersonal and communication skills.
- Good command of written and spoken English and Chinese.
Company Info
PI Business Consulting Limited is a consultancy firm established and managed by seasoned Human Resources professionals. We specialize in search and selection of executives for the Banking and Finance, and Insurance Industry.
General Line: 2121 2580
Fax: 2121 2500
Website: www.piexsearch.com
Address: Unit 1210, 12/F, Inter-Continental Plaza, 94 Granville Road, Tsim Sha Tsui, Hong Kong
Employment Agency Licence Number 67206
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