Unit Manager

Roles & Responsibilities : -

Client Acquisition :

• Identify potential Loan DSA’s to Collaborate on Loan Protection Cover Plans.
• Identify the Potential Agent’s, Franchisee for Focus on Health and SME business.
• Target existing clients base of DSA’s for Cross sale of Health and SME business
• Generate leads through research, networking, and cold-calling efforts
• Create tailored Loan Protection Plan’s for potential Loan DSA’s as per their Core Business Requirement
• Willing to do direct sales to Loan DSA’s

Relationship Management :

• Build and maintain strong relationships with DSA’s, Agent’s, Franchisee to understand their needs and business goals.
• Conduct regular follow-ups and check-ins to ensure long-term client satisfaction.
• Provide ongoing support to existing clients, helping them maximize the value of products / services.

Sales & Revenue Generation :

• Meet or exceed monthly and quarterly sales targets set for the segment
• Develop and execute strategies to penetrate the DSA market, driving consistent sales growth.
• Touch with Insurance companies RM, Internal Placement Team for Quotes and Policy assurance.

Market Research & Analysis :

• Stay informed on market trends, competitor offerings, and customer demands in the SME sector.
• Use market insights to propose new products or services that align with SME needs.
• Gather feedback from clients and share insights with internal teams for product / service improvements.

Collaboration :

Collaborate with internal stakeholders to ensure smooth on-boarding and after-sales support for clients.