Business Development Executive Insurance NJH

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 [Confidential Information]

Jessie Hoe Huey Miin

CEI Reg No. R1103861

EA Lic: 99C4599