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Job Purpose
International Wealth & Premier Banking (IWPB) is a strategic priority for HSBC and the role of Lead – Regional Insurance Specialist is a key contributor in achieving the proposition objectives. This is a specialist leadership role within the Premier and Wealth sales force.
The jobholder is expected to be a technical expert in Insurance solutions (including protection, estate planning and retirement-related insurance needs, subject to local product scope and regulation). The Lead – Regional Insurance Specialist leads a team of Insurance Specialists who support Branches and their Premier Relationship Managers (PRMs) and Service colleagues to identify, assess and fulfil clients’ insurance needs through a needs-based approach.
While PRMs own the end-to-end advisory and sales process with clients, the Insurance Specialist team supports by:
- helping colleagues understand client needs more deeply,
- joining client meetings where required,
- making suitable recommendations within the agreed sales process,
- helping clients understand the value and risks of solutions available.
The jobholder may also lead product training, support current product launches, and run client education events to improve clients’ understanding of insurance solutions and financial planning. The role supports colleagues to build client trust and deepen relationships with HSBC, ultimately delivering an outstanding client experience and fair customer outcomes.
Principal Accountabilities: key activities and decision-making areas
Impact on the Business/Function
- Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advance
📌 VP - Lead - Insurance Specialist - Western India (Mumbai)
🏢 HSBC
📍 Mumbai
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