Client Servicing Executive

Provide day-to-day sales and administrative support to Business Development Managers (BDMs) to ensure smooth management of partner and client requirements. Assist BDMs with client and partner onboarding, documentation, KYC, and account-opening processes, ensuring all required information is complete and accurate. Act as a point of contact for partners and clients throughout the sales process, coordinating requirements from illustration/proposal stage through to policy issuance. Coordinate with operations, compliance, product, and other internal teams to ensure timely processing and resolution of client and partner requirements. Maintain accurate client, partner, and transaction records, and prepare regular reports, MIS, and activity updates as required. Support BDMs in preparing investment/protection proposals, product information, illustrations, presentations, and performance summaries. Coordinate client and partner meetings, including scheduling, preparation of meeting materials, follow-ups, and tracking of outstanding actions. Maintain regular follow-up with relevant internal teams and external stakeholders to ensure applications, documentation, and transactions progress within agreed timelines. Assist with pipeline tracking and sales activity reporting, ensuring BDM records and follow-up activities are kept up to date. Maintain organised databases, documentation, filing, and team calendars to support efficient day-to-day operations. Ensure all activities are carried out in line with internal processes, company policies, and applicable compliance and regulatory requirements. Desired Candidate Profile 2–5 years of experience in sales support, business development support, client servicing, relationship management, or a similar role within insurance, wealth management, financial services, or banking. Strong understanding of client onboarding, KYC, documentation, and policy/account processing. Experience coordinating with clients, partners, sales teams, operations, compliance, and product teams. Proficient in MS Office, particularly Excel and PowerPoint; experience with CRM systems would be an advantage. Strong written and verbal English communication skills and the ability to interact professionally with clients and business partners. Organised, proactive, and responsive, with the ability to work closely with BDMs and take ownership of follow-ups and pending requirements. Able to work in a fast-paced, client-focused environment while maintaining accuracy and confidentiality. Employment Type Full-time