Senior Business Development Manager, Life Insurance

OCBC Bank (Hong Kong) Limited

Reporting to the Head of Business Development, Senior Business Development Manager (SBDM) is a sales acquisition role responsible for acquiring new-to-bank customers via external and internal partnership which subsequently creates cross-selling opportunities by other business units to maximize revenue for the Bank in affluent market segment.

What you do

Strategic goals - To align with the Bank’s goal in expanding the customer base for Premier Banking and Premium Financing NTB for further cross-selling opportunities by proactively collaborating with both internal and external partners.
To build a strong network of referral sources for new-to-bank customers via external partnership not limited to insurance companies, corporate secretaries, etc. To collaborate closely with key internal business partners (Wholesale Banking/Commercial Banking) to solicit qualify referrals.
To acquire Premium Financing business by working proactively with insurance companies (agency and brokers level) from briefing sessions, incoming enquiries, premium loan applications to loan draw down completion.
To meet the acquisition target by referring business to branches and for cross-selling opportunities.

Who you are

Bachelor Degree holder of any discipline
Licensed insurance TR (paper 1 and 3)
10+ years of working experience in sales acquisition for high net-worth customers
Strategic mindset with strong sales drive
Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations
Mature and independent, self-motivated and a strong team player
Good command of both spoken and written English, Cantonese and Mandarin Good command in MS Excel, Word and Powerpoint