Position Overview
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About the Role
Lead the investment business specialist excellence and customer engagement through high-impact insurance sales and pension business support and client relationship management.
Oversee holistic insurance-wealth planning and recommendation of customer/client portfolio position while fostering cross-functional alignment across sales, corporate solutions, product, compliance, and operations.
Champion service governance and talent development initiatives to build high-performing teams and deliver a superior, client-centric experience that strengthens trust and drives sustainable growth.
Strategic & Market Intelligence
Drive Market Intelligence for Competitive Advantage: lead analysis of macroeconomic indicators, capital markets, and competitor strategies to anticipate trends impacting ILPs/ULIPs and long- term saving i...