Relationship Manager - Private Banking - บริษัท ไทยกรุ๊ป โฮลดิ้งส์ จำกัด (มหาชน)
บริษัท ไทยกรุ๊ป โฮลดิ้งส์ จำกัด (มหาชน) · Bangkok and its Vicinity
- Location
- Bangkok and its Vicinity
- Salary
- Depend on qualifications
- Job Type
- Full Time
- Work Type
- Onsite
- Education
- Bachelor's Degree or Higher
- Posted
- 07/09/2026
Responsibilities
- Proactively acquire new clients through personal networking, referrals, seminars, and partnership channels.
- Build and manage a robust pipeline of prospects to ensure consistent sales momentum.
- Co-host and support seminars, workshops, and marketing activities with partners to access new customer segments.
- Execute structured follow-up processes to convert leads and event participants into policyholders.
- Provide professional insurance and financial protection advice via phone and digital platforms.
- Conduct client needs analysis and recommend suitable solutions aligned with individual profiles.
- Manage the end-to-end sales journey, from prospecting to application and policy issuance.
- Maintain long-term client relationships to ensure satisfaction, retention, and referral generation.
- Identify cross-selling and upgrade opportunities to maximize portfolio value.
- Develop and implement sales action plans to achieve premium, productivity, and conversion targets.
- Monitor pipeline health, lead quality, and campaign outcomes, proposing improvements as needed.
- Ensure strict compliance with company policies and regulatory standards.
- Contribute ideas and initiatives to strengthen and scale client acquisition channels.
- Identify new partnership opportunities and untapped customer groups.
- Analyze conversion performance from events and tele-sales to refine future strategies.
- Support the creation of repeatable and scalable lead-generation models.
Qualifications
- Bachelor’s degree in Business Administration, Finance, Marketing, or a related field.
- Minimum of 5 years of experience in insurance, banking, wealth management, or direct sales.
- Ability to work independently and perform effectively under pressure.
- Demonstrated commitment to achieving targets and delivering results.
- Strong collaboration skills with partners and stakeholders.
- Proven ability to build and expand client networks independently.
- Strong communication, negotiation, and closing skills, particularly in phone-based sales.
- Relevant insurance or investment licenses are a plus.
- Experience in organizing or participating in seminars, roadshows, or client events is a plus.
Benefits
- Provident Fund
- Staff training and development
- ค่าทันตกรรม
- Performance/results-based bonus
- Annual bonus
- ประกันชีวิต
- Social security
- Health insurance
- Accident Insurance
About บริษัท ไทยกรุ๊ป โฮลดิ้งส์ จำกัด (มหาชน)
Thai Group Holdings Public Company Limited is the insurance and financial services business arm of TCC Group. The company’s core business is holding shares in other companies (as a holding company) and investing in businesses engaged in life insurance, non-life insurance, financial services, and other businesses with the potential to generate stable and sustainable growth.
The company has investments in three main business segments:
The company has investments in three main business segments:
- Life insurance business through Southeast Life Insurance Public Company Limited
- Non-life insurance business through Indra Insurance Public Company Limited
- Financial business through Southeast Capital Company Limited, a leader in providing corporate car rental services for more than 27 years, as well as the sale of used cars through Rod Dee Det Auto Company Limited (RDD).
315 อาคารไทยกรุ๊ป ถนนสีลม แขวงสีลม เขตบางรัก กรุงเทพฯ 10500
คุณณิชกานต์ (ฝ่ายสรรหาทรัพยากรบุคคล)
061-026-2704
