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AVP Insurance Specialist (IWPB)
Role details
Job Title: AVP – Insurance Specialist
Job Family/Sub-family: Sales / Sales Services
Vetting: Standard
Business Area: International Wealth & Premier Banking (IWPB)
Group Job Code: J0451
Global Band: 6
Location: Mumbai
Job Purpose
The Premier proposition is a strategic priority for HSBC. The Product Expert (Insurance) is a specialist role within IWPB, focused on insurance sales by fulfilling clients’ protection needs.
The role works in close partnership with Premier Relationship Managers (PRMs) and branch/service colleagues to:
identify protection gaps using a needs-based approach,
recommend suitable insurance solutions,
enable simplified insurance journeys to improve conversion and client experience.
Targets are rolled up across the aligned channels, primarily:
Branch Premier RM Channel, and
Service Channel (supporting simplified journeys and fulfilment).
Principal Accountabilities
Impact on the Business / Function
Drive insurance outcomes by supporting PRMs and channels to convert identified protection needs into appropriate solutions.
Strengthen HSBC’s position as a leading wealth and protection provider through deep product expertise and client-centric delivery.
Support PRMs to deepen and grow client relationships through needs discovery, solution structuring and technical support.
Conduct protection/portfolio reviews with PRMs (as appropriate), assess suitability and help manage risks and opportunities.
Support adoption of simplified journeys, tools and process improvements; contribute to product launches where relevant.
Coach PRMs and teams to improve product knowledge, sales effectiveness