Relationship Managers are high-level professionals who manage an affluent customer’s wealth holistically.
Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs with consultative process
Relationship Managers gather information about the client’s needs & wants, then tailor a personalized strategy that uses a range of financial products and services.
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Develop and execute lead generation strategies aligned with business targets, including identifying high-impact acquisition channels and target segments.
Plan and manage on-ground activation activities such as roadshows, events, and campaigns to generate quality leads.
Build and manage partnerships and cross-channel collaborations to expand lead sources and maximise reach.
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Relationship Managers are high-level professionals who manage an affluent customer’s wealth holistically.
Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs with consultative process
Relationship Managers gather information about the client’s needs & wants, then tailor a personalized strategy that uses a range of financial products and services.
...
Drive new business acquisitions and renewal retention while supporting the recruitment of new agents to promote and distribute Employee Benefits (EB) products.
Provide administrative and operational support for day-to-day servicing of existing EB agents and clients.
Conduct regular engagement sessions, meetings, and training programs to enhance agents’ product knowledge and sales capabilities.
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Work closely with superior to plan, coordinate, and execute partner-related initiatives, ensuring effective collaboration and seamless coordination among internal and external stakeholders.
Manage day-to-day distribution support and operational activities for business partnerships, key stakeholders, and clients to ensure smooth business operations and service delivery.
Monitor and track business performance, identify performance gaps and growth opportunities, and work with stakeholders to implement improvement actions and achieve business objectives.
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