Develop and execute strategies to acquire and retain High-Net-Worth Individual (HNI) clients.
Identify new business opportunities through referrals, networks, partnerships, and targeted prospecting.
Drive sales of appropriate life insurance, investment-linked, wealth protection, and other relevant solutions.

Relationship Management

Build and maintain strong relationships with HNI clients, entrepreneurs, executives, professionals, and other affluent individuals.
Understand client financial protection and wealth objectives and recommend suitable solutions.
Manage key accounts and ensure high levels of customer satisfaction and retention.

Sales & Portfolio Management

Lead the team in achieving sales targets, premium income, conversion, retention, and portfolio growth.
Monitor sales pipelines, client activity, and business performance.
Develop strategies to increase wallet share and cross-selling opportunities within the HNI portfolio.

Team Leadership

Lead, coach, and mentor HNI sales professionals to improve productivity and business performance.
Set individual and team targets and monitor achievement against agreed KPIs.
Conduct regular pipeline reviews, performance reviews, and sales planning sessions.

Stakeholder & Market Engagement

Collaborate with Retail Sales, Marketing, Underwriting, Operations, Investment, and other relevant teams to deliver seamless client solutions.
Maintain awareness of market trends, competitor offerings, and emerging opportunities within the HNI segment.
Represent the organization at relevant networking, business, and client engagement events.

Requirements
EducationBachelor's Degree in:

Business Administration, Marketing, Finance, Economics, Insurance Or a related discipline.
Relevant professional qualifications in Insurance, Financial Services, Wealth Management, or Sales are an added advantage.

Experience

Minimum of 6–8 years of experience in insurance, wealth management, financial services, private banking, or a related sales environment.
Demonstrable experience managing HNI/UHNI clients and affluent customer portfolios.
Proven track record in achieving sales targets and generating high-value business.
Experience leading and developing a sales team is required.
Strong knowledge of life insurance, wealth protection, investment, and financial planning solutions is an advantage.

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