Team Lead, High-Net-Worth Individuals (HNI)

HNI Business Development:

• 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
Education:

• Bachelor'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:

• 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.

Technical Competencies:

• HNI Client Acquisition
• Relationship Management
• Insurance Sales
• Wealth & Financial Solutions
• Portfolio Management
• Sales Pipeline Management
• Business Development
• Client Retention
• Cross-Selling & Upselling
• Sales Analytics
• CRM Systems
• Market Intelligence