- To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
- To co-ordinate and support sales events ( seminars)
- To work closely with branch sales staff to optimize the sales results.
- To maximize business opportunities to achieve individual sales target
- To comply with the guidelines listed in operation manual and IPSP on all sales process
- To provide training and coaching support to sales staff such that high-quality customer service can be delivered consistently.
- Implement relevant measures including briefing and discussion forum to support sales and marketing programs
- 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
- Display exemplary conduct and live by the Group's Values and Code of Conduct.
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
- Lead to achieve the outcomes set out in the Bank's Conduct Principles
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
- Embed Here for good and Group's brand and values, Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)
- Specify TR+RI licensed
- Education DSE / HKCEE
- Training CPD
- Licenses TR AND RI
- Membership NA
- Certifications IIQE 1235, SI 178
- Languages Cantonese, English, Mandarin
- Extensive Knowledge on insurance products
- Good presentation and selling skill
- Communicate with client to understand the client needs
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Non ILAS Business Insurance Specialist - Hong Kong, 香港 - Standard Chartered Bank
描述
RESPONSIBILITIES
Strategy
Business
Processes
People & Talent
Risk Management
Governance
Regulatory & Business Conduct
Other Responsibilities
Our Ideal Candidate
Role Specific Technical Competencies
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