Senior Manager, Investment and Insurance Cross-selling, Customer Segment - Banking | Zebra
Job Reference : ZJ00004903

Senior Manager, Investment and Insurance Cross-selling, Customer Segment - Banking

Job Reference : ZJ00004903
  • 7 -10 Years
  • 50k or above
  • Permanent
  • Not Specified
  • Banking
  • Banking & Finance
  • Job 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



    • 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