Client Liaison Professional

Key Responsibilities

We are seeking dynamic professionals with experience in the Agency Channel and Mutual Fund industry to join our Wealth Channel team.

• Manage relationships with high-net-worth individuals to drive growth and revenue.
• Sell Unit Linked Insurance Plans to HNI clients, leveraging strong sales skills and product knowledge.
• Build connections with mutual fund distributors, fostering a network of partners and vendors.
• Organize recruitment drives for new distributors, targeting key demographics and markets.
• Provide ongoing training and motivation to distributor teams, enhancing their skills and productivity.
• Participate in joint field work, offering support and guidance to partners as needed.

Perks of the Role