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Financial Sales Strategist

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\Senior Officer Opportunity\
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We are seeking a skilled and results-driven Senior Officer to join our team.

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\About the Role\
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  • Generate revenue through effective customer relationship management, increasing sales productivity, and tapping into high-net-worth individual (HNI) clients.
  • Build trust with customers through open, interactive communication and regular touchpoints via calls, WhatsApp, emails, etc.
  • Customize offerings based on key customer milestones and conduct annual policy reviews and client updates.
  • Execute segmented product campaigns and address service requests to ensure timely resolution.
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