Team Member, HNI / Partnerships

HNI Relationship Management:

• Support the acquisition and management of High-Net-Worth Individual (HNI) clients.
• Build and maintain strong relationships with existing and prospective HNI customers.
• Understand client financial protection needs and support the delivery of appropriate insurance solutions.
• Follow up on client requests, policy requirements, renewals, and service issues.
• Maintain accurate and up-to-date records of HNI client interactions and opportunities.

Partnerships & Business Development:

• Identify potential partnership opportunities with financial institutions, professional networks, corporate organizations, and other relevant channels.
• Support the development and execution of partnership initiatives that generate new business.
• Maintain regular communication with existing partners and monitor partnership activities.
• Assist in preparing proposals, presentations, and business materials for prospective partners.
• Support relationship-building activities with key business stakeholders.

Sales & Revenue Support:

• Generate leads through referrals, partnerships, networking, and targeted business development activities.
• Support the conversion of qualified prospects into profitable business opportunities.
• Track sales opportunities, follow-ups, and conversion progress.
• Collaborate with internal teams to ensure timely delivery of solutions to clients and partners.
• Contribute to achieving agreed sales and revenue targets.

Client Service & Reporting:

• Ensure prompt resolution and escalation of client and partner issues.
• Coordinate with relevant internal teams to deliver seamless client service.
• Monitor client feedback and identify opportunities to improve the customer experience.
• Prepare regular reports on HNI activities, partnership opportunities, sales pipeline, and business performance.

Requirements
Education:

• Bachelor's Degree in Business Administration, Marketing, Finance, Economics, Insurance, Mass Communication or a related discipline.
• Professional qualifications or certifications in insurance, sales, financial services, or relationship management will be an added advantage.

Experience:

• 3–5 years of relevant experience in relationship management, business development, sales, insurance, banking, wealth management, or financial services.
• Experience managing affluent or High-Net-Worth Individual clients is an advantage.
• Proven experience in partnership development, client acquisition, or relationship-driven sales.
• Strong understanding of financial products, insurance solutions, or wealth-related services will be beneficial.

Technical Competencies:

• Relationship Management
• Business Development
• HNI Client Acquisition
• Partnership Management
• Sales Pipeline Management
• Customer Relationship Management (CRM)
• Proposal & Presentation Development
• Market Research
• Sales Reporting & Analytics.