Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.
Identifying opportunities for coaching through joint appointments, keeping Relationship Managers updated on new products, market trends, and technical knowledge.
Plan and organise customer events at the branch or regional level, serve as speaker during events to represent the bank and engage customers.
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Support Relationship Managers and Branch Leaders to improve customer satisfaction.
Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.
...