Active listing
AVP Insurance Specialist, West
About the role
International Wealth and Premier Banking (IWPB) at HSBC focuses on protecting and growing client wealth through tailored insurance solutions. The AVP Insurance Specialist partners with Premier Relationship Managers to identify protection gaps, recommend suitable products, and streamline insurance journeys, driving conversion and client satisfaction. Mumbai, on-site, Full-time role supporting wealth clients and PRMs.
What you’ll do
- Identify client protection needs using a needs‑based approach
- Recommend and structure suitable insurance solutions
- Support Premier Relationship Managers in client engagements
- Conduct portfolio reviews and risk assessments
- Coach teams to improve product knowledge and sales effectiveness
- Provide feedback to improve insurance products and journeys
What you’ll bring
- IRDAI Certification
- 3-5 years insurance sales experience
- Experience in banking or wealth distribution