charles monat associates pte. ltd.
Raffles Place, Singapore Country / Global
GET
The Big Jobsite
Raffles Place, Singapore Country / Global
Responsibilities
Maintain consistent engagement of bankers in developing robust and sustainable referral relationships
Build up ongoing development of new banker relationships to ensure a balanced referral source portfolio
Provide professional and quality advice to clients on their liquidity planning and insurance needs
Achieve annual target of net revenue or an amount agreed upon during the annual review
Fulfill full compliance to internal compliance policies and procedures as well as the MAS regulatory requirements
Input data of client, meeting and case file information timely and accurately into CRM system
Submit new business documents timely and accurately
Provide quality ongoing service to existing policyholders by conducting annual policy reviews in a timely manner
Support other team members in client meetings, medicals and presentations
Requirements
Degree holder or above from Finance or related discipline with valid MAS license is highly preferred
Minimum 5-10 years' working experience in sales and/ or relationship management experience preferably in the insurance or banking industry
Proactive, self-motivated, self-disciplined with integrity and commitment to serving the clients' need
Strong relationship development/ management, communication and presentation skills
Demonstrated ability to multi-task and work under extreme deadlines
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