Unison Group

Client Relationship Manager

Unison Group  •  Singapore, SG (Onsite)  •  11 days ago
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Job Description

Nothing beats the satisfaction of making a meaningful difference to someone else’s life. This is an opportunity for you to turn this into a career with us in Income. As a Client Relationship Manager, you are key to our multi-channel distribution strategy and you will be required to provide high value consultative financial advisory and total insurance solutions to our customers and business owners.

As a Client Relationship Manager, you will contribute to the overall team’s success by extending our product and service offering to our customers and business owners via campaign-led service calls or through participation in company events. To excel in this job, you are expected to be a self-starter, keen learner and be adaptive to changes.

Speak to us to discover how you can get started as a Client Relationship Manager and how you can build your success with us.

Key Responsibilities Include:

You will be in the forefront providing a full spectrum of insurance products & services to meet the financial and investment needs of our customers and small-medium-enterprises (SMEs) business owners:

  • Provide consultative financial advisory services to meet both customers’ and business owners’ financial goals, transforming business opportunities into personal opportunities and vice versa
  • Proactively offer Life, Health, General Insurance and Group Business solutions to potential customers and business owners
  • Acquiring new customers and business owners through active participation in seminars, lunch talks, workshops and corporate events
  • Capitalising business opportunities by acting on potential business leads from our database and setting up appointments with potential customers & business owners
  • Maintaining long-lasting relationships with both existing and potential customers & business owners

Qualification:

  • Degree or Diploma in any discipline
  • 2 years’ sales experience will be an added advantage
  • Passionate about helping customers achieve greater financial competency
  • Able to manage relationships with HNW or Business owners
  • Results driven and motivated by performance-based rewards
  • Good communication, presentation and interpersonal skills
  • Strong team work with a positive customer and corporate focused attitude
  • Relevant CMFAS qualification : M5, M9 & 9A HI, BCP, PGI & CGI
Unison Group

About Unison Group

Unison Consulting was launched in Singapore on September 2012, the hub of the financial industry, with innovative visions in the technocratic arena. We are a boutique next-generation Technology Company with strong business-interests in Liquidity risk, Market Risk, Credit Risk and Regulatory Compliance.

Unison provides technology consulting and services to implement Risk Management and Risk Analytics System for Financial Institutions. Our services suite comprises of Techno-Functional consulting, systems integration, Business Intelligence, information management, and custom development of IT solutions, plus project management expertise for financial institutions.

We have expertise in latest cutting edge technology to achieve better total cost of ownership. Through our qualified professionals, we assist you drive your unique risk management strategies, whether that means efficient monitoring, improving risk appetite of the financial institutions, complying with regulations, or capturing growth opportunities through innovation, this is what maximizes your decision taking potential. At Unison Consulting, we view clients as partners, and our success is only measured by the success of our partners. So we put it all on the table in order to exceed expectations.

Our staff consists of young, energetic and innovative consultants who are never afraid to challenge the conventions and push the boundaries in an effort to help our clients. For every project, no matter how large or how small, we strive to not only meet your needs, but deliver a showcase in your field.

Industry
IT & Software
Company Size
51-200 employees
Headquarters
Unknown
Year Founded
2012
Website
com.sg
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