Business Development Executive – Insurance #NJH
RECRUIT EXPRESS PTE LTD
Responsibilities
- Support the Financial Advisor in managing and building relationships with HNW clients, mainly from the Indian market.
- ollow up with existing clients and potential clients on enquiries and appointments.
- Assist the FA in arranging client meetings and preparing documents/presentations.
- Identify new business opportunities through referrals, networking and events.
- Assist with insurance applications, policy documentation and after-sales servicing.
- Coordinate with insurers and internal teams on client requests and applications.
- Maintain client records and follow up on leads.
- Support client events and other business development activities.
- Perform other duties as assigned by the Financial Advisor.
Requirement
- Insurance background (ex Financial Advisor are welcome to apply!)
- Possess initiative, ownership
- Able to support beyond office hours when there is event (payable or OIL)
- Comfortable dealing with HNW clients
Interest applicants, pls email updated resume to Sign in to view email
Jessie Hoe Huey Miin
CEI Reg No. R1103861
EA Lic: 99C4599
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