appointments with financial planners, Brokers, and Wealth managers. Building and maintaining strong relationships
and providing constructive feedback to brokers and management. respond to queries within 24 hours. Work
and maintain relationships with brokers and assessor
risk profile and through effective broker relationship management to grow a pipeline of new business visits is in accordance with Broker Servicing guideline - Effective management of promotional items &
risk profile and through effective broker relationship management to grow a pipeline of new business visits is in accordance with Broker Servicing guideline - Effective management of promotional items &
withholding tax in Security/Custody.
>Work experience with Brokers Pre-requisite
experience selling into Brokers? Our client is seeking a great relationship manager to grow existing business
Duties and Responsibilities Liaising with Clients with regards to Claim requirements Checking of Cover vs Claim and checking Merits accordingly Register and Manage Claims on Broker Admin platforms and Direct Continual feedback to clients via Telephone, Emails and WhatsApp's as per client preference
Duties and Responsibilities Liaising with Clients with regards to Claim requirements Checking of Cover vs Claim and checking Merits accordingly Register and Manage Claims on Broker Admin platforms and Direct Continual feedback to clients via Telephone, Emails and WhatsApp's as per client preference