Cultivate and manage new and existing client’s relationship of High net worth individuals and their related business.Develop sales plan for each relationship to provide an array of service: investment management, estate planning, credit and personal banking products.Continually expand referral network through contact with various internal business partners and external financial intermediaries.

Acquired new client relationships. Expand business relationships including assets, liabilities and investment referrals.Achieving volume and revenue goals via the combination of customer acquisition and deepening and widening of existing relationship. Primary focus was on book building and increase of the existing portfolio by cross-selling.Implemented quality standards to assure very high level of customer satisfaction, relationship management. Appraise product managers of potential sales… Show more Acquired new client relationships. Expand business relationships including assets, liabilities and investment referrals.Achieving volume and revenue goals via the combination of customer acquisition and deepening and widening of existing relationship. Primary focus was on book building and increase of the existing portfolio by cross-selling.Implemented quality standards to assure very high level of customer satisfaction, relationship management. Appraise product managers of potential sales opportunities created from interactions with the clients. Show less

Recruitment, induction, training, development and supervision of the team of individual financial advisors.Target achievement through the sale of insurance product i.e. Life insurance’s Protection, Saving & Investment plans.