Mobile Financial Services Specialist

4 days ago


Hong Kong Island, Hong Kong SAR China HSBC Full time

At HSBC, we are committed to providing our customers with innovative financial solutions that meet their evolving needs. The role of Mobile Insurance Specialist plays a critical part in helping us achieve this goal.

About the Role
  • This role involves identifying and capturing insurance business opportunities, developing and retaining quality relationships with targeted customer groups, and providing specialist advice on appropriate insurance solutions.

Responsibilities:

  • Lead Generation: Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads with a key focus on targeted customer group in Hong Kong.
  • Customer Relationship Management: Develop and retain quality relationship with targeted customer group; Manage individual insurance portfolios, conduct regular contact to Premier mainland customers to ensure the highest rate of customer satisfaction and persistency.
  • Insurance Solutions: Engage end-to-end insurance service, including customer needs identification, solution recommendations, application fulfilment, and follow up.
  • Specialist Services: Provide specialist advice on appropriate insurance solutions to meet the insurance and protection needs of Premier customers.
  • Collaboration: Establish effective working relationships with other teams within the Branch and other relevant partners that impact the client's experience of HSBC to deliver a consistent approach and application of outstanding service standard.
  • Culture and Compliance: Build and maintain a positive team culture through ensuring quality business referrals and referral skills among team members and contributing to product knowledge and skills sharing, and maintain a high level of compliance guidelines and procedures.


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