challenges
and expand the customer base, with a focus on building personal insurance books of clients and delivering management and execution to drive revenue growth. •Set and achieve KPI targets for commission income organically reporting structures into a central function, and build standard operating procedures (SOPs) for critical •Financial analysis and budgeting •Relationship building and stakeholder management. •Risk management and
and expand the customer base, with a focus on building personal insurance books of clients and delivering management and execution to drive revenue growth. •Set and achieve KPI targets for commission income organically reporting structures into a central function, and build standard operating procedures (SOPs) for critical •Financial analysis and budgeting •Relationship building and stakeholder management. •Risk management and
whilst being accountable for deal origination, building and owning client and partnerships and developing new, and prioritise existing key clients based on set criteria (i.e. financial metrics, current and potential developing and employing sector/country knowledge. Build and maintain strong relationships with clients, insights/knowledge across other regions/sectors and clients. Build relationships, and networks and collaborate with
and/or line manager. Plan workload according to set deadlines. Review relevant query on LifeLink (call standards and practices. Effective relationship building with internal and external stakeholders including
and/or line manager. Plan workload according to set deadlines. Review relevant query on LifeLink (call standards and practices. Effective relationship building with internal and external stakeholders including
providing financial planning advice. To generate leads, set up appointments, meet clients and close the deal Fund Industry and Wealth Management. History of building strong relationships. Excellent knowledge of financial
providing financial planning advice. To generate leads, set up appointments, meet clients and close the deal Fund Industry and Wealth Management. History of building strong relationships. Excellent knowledge of financial
accountability, and empower individuals to exceed goals. Set work priorities, create schedules, and manage performance queries and deploy monthly campaigns promptly. Build strong relationships with stakeholders through open
and empower individuals to exceed goals.