Senior Manager, Investment and Insurance Cross-selling, Customer Segment - Banking
7至10年 50k or above 固定工作 未標明 銀行業 銀行和金融
職位描述
Description
- Take charge to manage the upsell strategies to grow segment portfolio through relationship deepening and investment & insurance cross-selling
- Responsible to develop the portfolio marketing program mechanics with justified P&L, at the same time to monitor the results of product related BTL promotions, such as portfolio winback, anti-slideback & retention program, etc.
- Perform portfolio analysis to identity risk and opportunities in the portfolio
- Take charge to formulate portfolio strategy to promote core Investment and Insurance services to all segments of customers, including Private Client.
- Working closely with different teams, including Product Team, Sales Channel, Marketing, Operation, Finance, Compliance, Legal, etc. on the development of cross-selling strategy and marketing promotions.
- Monitor channels’ performance on product & services cross-selling, mainly work with sales heads.
- Ensure proper flows and processes are in force for the touchpoints to deliver the sales and service pledge
- Manage marketing budget to enhance marketing efficiency
- Motivate the team to achieve target with job satisfaction and harmony working environment
職位要求
Qualifications
- University graduate
- Minimum 7 years of working experiences in banking industry, preferably in Retail Bank or Insurance company
- High self-motivated, independent, result-oriented and able to work under pressure
- Fluent written & spoken Cantonese & English
- Proactive to drive business and adopt to dynamic environment
- Numerical & strong logic
- Good interpersonal skills and be a good team player
- Excellent skill in Excel / Powerpoint / Word and basic statistical knowledge would be added advantages