Client Solutions, Analyst

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About the Role

This position is responsible to identify, plan and pursue opportunities to develop new business via bank partner distribution channels with cross-function collaboration to achieve the Company’s profitability and sustainable growth objectives.

BUSINESS DEVELOPMENT

Develop relationship across the entire bank partnership chain ie. corporate banking team, wealth management team, regional managers, branch managers, business managers, cross-selling executives, product champions etc. to obtain referrals from bank partners for EB leads.

Perform sales activities either face-to-face or virtually from prospecting, proposal generation, presentation, negotiation until sales closure and on-boarding.

To ensure prompt collection of premium and monitor bad debt and pr...