Dicson Lam Email & Phone Number

香港特別行政區

Hong Kong

Hong Kong

-Formulate and implement sales and business development plans for the branch to achieve the assigned business targets-Monitor the service standards of branch staff to ensure provision of premium customer services-Enforce established internal operation / procedures to mitigate operational risks and ensure strict sales compliance-Coach and motivate branch staff to build a professional and capable work force

Hong Kong

- To lead the team to achieve the assigned insurance revenue target - To monitor the team result and to develop appropriate sales strategy and tactics to meet and excel the assigned insurance revenue target. - To consult on the distribution knowledge of Insurance products. - To synthesise market information and formulate client interaction tactics to be adapted by Frontline. - To identify improvement areas for individual and supply solutions. - To participate in branch sales meetings and render professional guidance to sales concerns and opinions. - To co-ordinate and support sales events (e.g. seminars). - To update Regional Head on the business progress and outlook in formulation of corresponding support strategies. - To bridge up product distribution efforts and frontline receptiveness to achieve improvements. - To provide on-going coaching, joint calling and mentorship to subordinates and sales staff such that high quality customer service can be delivered consistently. - Implement relevant measures including briefing and discussion forum to support sales and marketing programs. - To identify business opportunities and threats; plan, initiate and implement appropriate sales strategies to maximize business performance. - To grow insurance business and increase the overall penetration as a whole- To ensure the whole unit complied with all relevant compliance and regulatory requirements and applicable internal/group policies and procedures - To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.

Hong Kong

- Report to the Branch Manager, Sales & Distribution for driving profitable volume growth . Achieved performance benchmark in the team- Manage an assigned portfolio of customers within the Priority business segments and work collaboratively with product specialists, able to get new business by referral- Marketing new business and proactively providing differentiated service to our existing premier customers. - Responsibilities include client prospecting, relationship building and maintenance through outstanding personalized services

Hong Kong

• Accountable for soliciting business accounts and developing strategic alliances with clientele.• Analyzed pertinent information to determine creditworthiness of prospective customers.• Dealing with people along different walk of lifeHighlights:Co-ordinate own team members to achieve business target. Leading a 10 person committees to developstrategic motivation campaign for over 150 frontline personnel, which has generated substantial businessgrowth.

Melbourne, Australia

• Liaison for project worth over 7 million AUD, with ANZ banker, constructor and properties developer.• Synchronize business operation with China branches

Postgraduate Diploma In Finance, Finance

Postgraduate Diploma in Finance

Bachelor Of Business, Banking & Finance

Bachelor Of Computing, Computer Technology

High School