Relationship Manager, Private Clients
External
Diot-siaci Asia · The Riverwalk, SingaporePrepare for this interview
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About the role
Diot-Siaci Asia is an insurance broker specializing in advisory and placement of protection solutions to a growing demand in the Singaporean and South-East Asia across personal, corporate and specialty lines. Established in Singapore since 2009, Diot-Siaci Asia is a branch of the Diot-Siaci Group, a leading European broker headquartered out of France operating in 72 cities around Europe, Africa, The Middle East and Asia. The Group counts 7,000 colleagues worldwide and manages over €10 billion in premium placed. From its early days as an award-winning international health insurance specialist, Diot-Siaci Asia has evolved into a boutique broker with strong technical expertise and placement abilities across all major lines of insurance business, with an ever-present concern of improving our reach and capabilities along the way. With the support of an ambitious group that will keep growing both organically and through acquisitions, the company is now entering a new phase of development and expansion and is looking for skilled professionals to reinforce the current team.
Responsibilities
- Actively generate new business opportunities through referrals, networking and outreach to achieve individual sales targets and KPIs
- Conduct face-to-face client meetings and build a strong sales pipeline to grow your portfolio
- Convert inbound and outbound leads into new clients
- Act as a brand ambassador for Diot-Siaci Asia
- Manage and develop a portfolio of individual/private clients
- Build and maintain long-term client relationships through regular engagement
- Manage policy/contract renewals to ensure strong client retention
- Identify cross-selling and up-selling opportunities within your portfolio
- Provide tailored advice and solutions based on clients' needs
- Ensure timely follow-up on client inquiries and service requests
- Maintain accurate and up-to-date records of client interactions and sales activities
- Collaborate with internal teams to ensure smooth onboarding and service delivery
- Support operational and administrative tasks, including preparation of proposals, renewal documentation, and client reports
- Participate in ad-hoc projects and initiatives as assigned by the Company
- Additional Responsibilities for Team Lead
- Lead, guide and support a team of Relationship Managers on sales activities, client engagement and business development strategies.
- Monitor team's pipeline and sales activity to achieve individual and team performance objectives
- Work closely with management to drive business growth, improve processes and support strategic initiatives.
Requirements
- Diploma or Degree in any discipline.
- Experience in insurance, financial services, sales, or a client advisory role is preferred. Fresh graduates, as well as candidates from customer-facing industries such as hospitality, healthcare, airline cabin crew, luxury retail, and F&B, are encouraged to apply.
- Strong communication, interpersonal, networking, and relationship-building skills.
- Confident, client-focused, and able to build rapport and long-term relationships.
- Well-organized, proactive, and able to manage multiple priorities in a fast-paced environment.
- Proficient in Microsoft Office applications, including Word, Excel, and PowerPoint.
- CGI, BCP, PGI, HI, CM-LIP (M9 & M9A), andM5/RES5 certifications are advantageous but not mandatory. Sponsorship for relevant certification examinations may be provided for suitable candidates.
- Must be legally authorized to work in Singapore and not require work pass sponsorship.
- For the Team Lead position - you will have prior people & team management
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