Relationship Management: Serve as a responsive point of contact for client inquiries, coordinating with internal teams (legal, compliance, operations) to resolve issues efficiently.
Collect and apply market and channel intelligence to identify and share product competitive gaps, service issues, business opportunities, and challenges with stakeholders.
Draft and present detailed financial proposals to consumers while continuously managing active accounts and resolving routine operational or technical questions.
Collect and apply market and channel intelligence to identify and share product competitive gaps, service issues, business opportunities, and challenges with stakeholders.