Client Engagement Executive

Job Requirement

• Degree or diploma in Business Administration, Management or a related discipline, or equivalent relevant experience.
• 3 to 5 years of experience in outbound sales, client relations or business development, ideally in wealth management, banking, fintech or insurance.
• Proven record of meeting sales conversion or retention targets.
• Preferred: experience serving private banking clients.
• face-to-face meetings with senior clients.
• Good interpersonal skills and a customer-centric mindset.
• Able to explain financial concepts simply and accurately without straying into investment advice.
• Willing to complete all required regulatory and compliance training.

Key Responsibilities:

• Outbound sales: Call qualified leads and prospects to introduce the platform and key propositions guide interested prospects through account opening and core journeys.
• Retention and client care: Contact inactive or at-risk clients to understand their needs, explain relevant platform features, incentives and support, and understand reasons for attrition.
• High net worth clients: Meet HNW clients and prospects in-person to walk through the platform and key propositions.

Key Decisions within the Role

• Decide which leads, prospects and at-risk clients to prioritise, and when and how to approach them, using the data and lead lists provided.
• Adapt the pitch and tone to the client's experience level and interests, choosing which platform features, services and approved marketing materials to communicate.
• Decide when a retention case needs to be escalated to a manager or the appropriate team.
• Identify recurring objections, attrition reasons and process gaps, and report them for improvement.

Thanks, and Best Regards

Karanam Vijaya Kiran

(EA Registration no: R1443178)

HP: +65 92333815

Recruitment Manager

Helius Technologies Pte Ltd (EA Licence No: 11C3373)

https://www.linkedin.com/in/vijay-karanam-68462131/