- New Business management on all new applications with account managers and/ or brokers' admin
- All internal communications including corporate projects, new product/ product revamp updates and operation/ compliance projects review and dispatch handling
- Enquiries with call log record and logistics support to both external partners and internal account managers
- Weekly sales report for sales channels team (. Plan file)
- Sales campaign logistics support and report to Finance Team
- Complaint coordination with external parties and internal Customer Service Centre
- Support compliance team for monitoring and audit team for auditing
- Broker account management and account manager update arrangement with IT
- Prepare and update workflow and NB submission checklist on operation areas for alignment and accuracy
- To support on UAT for the IT initiatives and/ or projects regarding service enhancements (including e-service, new admin. system, new compensation system, if any)
- Annual due diligence project coordination and record management for brokers and CPD declaration coordination
- Ad hoc broker event logistics support
- University graduate in any disciplines
- Minimum 5 years of experience in life insurance broker administration operations or customer service management
- Attentive to details, result-focus and customer-oriented
- Able to work under a fast-paced work culture
- Proactive and strong personal drive for success
- Good command of spoken and written English and Chinese, proficiency in Mandarin is an added advantage
- Proficient in Microsoft Office including Outlook, Word, Excel, PowerPoint
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Sales Support
1天前
One Paramount Recruitment Limited Hong Kong, 香港 全职Responsibilities · Support the institutional sales team to prepare marketing and sales materials, such as presentations, pitch books, and product literature · Conduct market analysis to identify new business opportunities and potential clients · Perform account opening for new cl ...
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Sales Support
1天前
Aim Higher Hong Kong, 香港 全职Company Description · Our client is a leading international asset manager with a proven track record and an extensive client base. They are currently seeking a highly skilled Sales Support professional to join their Asia ex-Japan institutional business team based in Hong Kong off ...
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Hays APAC Hong Kong, 香港 全职Our client is looking for outstanding interns for the sales support position. · Your new company · Our client is a top-tier investment bank with business across the globe. · Your new role · Support the operation of the Sales and trading desk · Conduct market research for the tea ...
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M800 Hong Kong, 香港 全职Responsibilities: · Reporting to the Senior Manager, Business Development, the candidate is to act as technical consultant to provide pre-sales and post-sales support to the team on SMS solutions (A2P, P2P, SMS Platform service) and Mobile Internet Platform (e.g. White-Label mob ...
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S&P Global Hong Kong, 香港 Paid WorkAbout the Role: · Grade Level (for internal use): · 09 · The Team: · Transaction Management is a dynamic and highly collaborative team responsible for enabling and managing sales fulfillment processes in an exciting environment. Sales Operations Representatives demonstrate deep p ...
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Dah Sing Financial Group Hong Kong, 香港 全职About Dah Sing Group · The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. · Our currency is caring, teamw ...
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Dah Sing Bank Hong Kong, 香港We are seeking a highly motivated and organized individual to join us as an Assistant Manager of Sales Support who will play a crucial role in supporting the distribution team of the channel of local brokers and agents, as well as providing coordination support to the marketing t ...
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Company 28 - Manulife (International) Limited Hong Kong, 香港 全职Description · The Opportunity · The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering Senior Director, Sales Support with the resources to solve critical problems for the future of our busin ...
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Manulife Hong Kong, 香港 全职Job Description · The Opportunity · The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering Senior Director, Sales Support with the resources to solve critical problems for the future of our b ...
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Insight Enterprises, Inc. Hong Kong, 香港About the role... · This role is suitable for someone with previous Sales Support experience in the IT industry, with a good knowledge of software and hardware. Software licensing knowledge will be very highly regarded. This role will provide superior service and assistance to cu ...
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H&M Group Hong Kong, 香港 全职公司簡介 · 如果你熱愛時尚 · 富有激情 · 加入我們 · 職缺說明 · 工作要求: · 在銷售樓層, 試衣間和收銀台提供出色的顧客服務, 以達到銷售最大化 · 對服裝的維護, 包括: 補貨, 摺裝, 掛裝, 整理, 陳列及銷售 · 按照收銀流程處理每筆交易 · 卸貨協助及售貨前的整理 · 降價流程, 價格調整和安裝防盜扣 · 遵守銷售規則, 政策和指導來協助店鋪的安全及預防損害 · 團隊合作和支援協助 · 福利 · 年終雙糧 · 良好內部晉升機會 ( 表現優異可轉做視覺陳列/部門經理職位) · 5天工作 · 一週40 小時 · 日年假 · 生日假 ...
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Mortgage Sales Manager
14小时前
Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities: Enhance the brand of mortgage specialist of the Bank through customer relationship management, executing the mortgage and loans sales duties and referring customers to relevant sales staff according to customers' needs, in order to achieve business targets · Co ...
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Job Gallery Consultancy Limited Hong Kong, 香港 全职Responsibilities · Close liaison with Branches for preparing the sales plans and sales activities · Review tactical and strategic plans for boosting sales revenue and achieve year end assigned target within regulatory framework · Develop insurance sales capacity, sales coaching, ...
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Hang Seng Bank Limited Hong Kong, 香港 全职Job description · A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We s ...
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Elysian Executive Solution Hong Kong, 香港 全职Fund Sales/ Distribution Sales- Team Head · Job Description · As Fund Sales, you will support the team to achieve the team's fund sales goals. You will also identify investment sales opportunities from existing client base as well as prospectus generated by marketing activities. ...
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H&M Group Hong Kong, 香港 全职公司簡介 · 如果你熱愛時尚 · 富有激情 · 加入我們 · 職缺說明 · 工作要求: · 在銷售樓層, 試衣間和收銀台提供出色的顧客服務, 以達到銷售最大化 · 對服裝的維護, 包括: 補貨, 摺裝, 掛裝, 整理, 陳列及銷售 · 按照收銀流程處理每筆交易 · 卸貨協助及售貨前的整理 · 降價流程, 價格調整和安裝防盜扣 · 遵守銷售規則, 政策和指導來協助店鋪的安全及預防損害 · 團隊合作和支援協助 · 福利 · 年終雙糧 · 良好內部晉升機會 ( 表現優異可轉做視覺陳列/部門經理職位) · 5天工作 · 一週40 小時 · 日年假 · 生日假 ...
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Branch Sales Manager
10小时前
Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities Assist the Branch Manager in managing the sales staff of personal banking business, to promote the sales and cross-border business development, and enhance sales productivity and service capacity; · Supervise, train and support the sales staff of personal banking ...
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AIA International Limited. Hong Kong, 香港 全职FIND YOUR 'BETTER' AT AIA · We don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us. · We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the ...
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Head of Sales
1天前
Hudson Hong Kong Hong Kong, 香港 全职Responsibilities: · Sales Strategy and Leadership: · Develop and implement a comprehensive sales strategy for insurance products within the private wealth management segment. · Set ambitious sales targets and objectives to drive revenue growth and market penetration. · Provide st ...
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Morgan McKinley Hong Kong, 香港 全职A top-tier global bank is looking for a source of wealth analyst to join their private banking arm to help review high risk accounts · ResponsibilitiesReview and analyze account profiles to identify gaps in source of wealth information · Analyze data, perform sanity check and w ...
Assistant Manager, Brokerage Sales Support - Hong Kong, 香港 - CHUBB
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