Insurance Banking Finance SaaS Solutions Relationship Manager BD Manager

Department: HOT HK
Salary: 37K+ HKD per month

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RECRUITER SUMMARY

HOT_HK Sales, Insurance Banking Finance SaaS Solutions Relationship Manager BD Manager, 37K+ HKD per month

22/11/2024

Candidate Background

Nationality:
Hong Konger
Residence:
Hong Kong
Education:
Bachelor of Science in Aeronautics XXXX
Languages:
English – Fluent, Cantonese – Native, Mandarin – Fluent 
Experience:
12+ years of experience in the industry Current & Previous Employers and jobs include: Insurance Relationship Manager at XXXX, Business Development Manager at XXXX, Vice President-Life Insurance at XXXX, Bancassurance Business Development at XXXX, SME Relationship Manager at XXXX, General Insurance Product Expert, Premier Relationship Officer, General Banking Officer, Business Development Officer at XXXX
Motives:
Is actively looking for a job right now because currently not engaged with anything. Open for relationship management, business development manager, or sales manager roles.   
Current Salary:
37K HKD per month
Expected Salary:
37K+ HKD per month
Notice Period:
Can start immediately
Interview Availability:
Requires a day notice

Interview Assessment Notes

  1. Could you introduce yourself and tell us about you? Your current / recent jobs and employers? Previous companies and jobs?
    His last position was with XXXX as an Insurance Relationship Manager where he had to handle bank referrals such as DBS Commercial Team and support the growth of the businesses their companies handle; his main product there are insurance needs and related products such as insurance, compensation, and cyber insurance products. Before this, he was with XXXX as a Business Development Manager where he mainly focused on selling disposable cutlery, takeaway boxes, and such for restaurants; he had to research a lot in China during that time to see how the products are being manufactured and do QC checks as well. He was also an Insurance Specialist for XXXX where he was mostly handling life insurances and focused on commercial clients and retail banking side. Also was an SME Relationship Manager for XXXX where he provided clients with premium financing and insurance coverage services. He started working with XXXX for several positions and covered the whole area of Causeway Bay in Hong Kong.
  2. What skill(s) / experience would you self-describe as strongest or specialist in?
    Strongest skill would be his great insurance knowledge and people/team management; he has led a team before so he’s confident with it. He is also strong with face-to-face selling for clients/customers in the commercial banking, retails, finances, and insurance industry.  
  3. Do you have the lists of key criteria’s according to the clients’ requirements?
    He has been doing sales and business development for the past 10+ years. He has some experience working with construction and property developers clients where he did B2B sales mostly with insurance and financial products. Coming from his educational background, he has knowledge about drones, and such but doesn’t have experience in selling it yet. Most of his network and customer-base is within BFSI industry.

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