Savings

Asked by Anonymous

Updated 3w ago

Should I contact my new Relationship Manager?

Upon logging onto see my policy details, I noticed that my RM who sold me the plan had changed. I was not notified of the change but I noticed a new name appear next to the contact information. I wonder if it is alright to drop an email to say Hi and introduce myself and let them know my financial goals. It does not sit well with me knowing that the only time of interaction is when you purchase a financial product and the next time you hear from them, is when the plan matures. :P Thank you!

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Loh Tat Tian
Loh Tat Tian,
Level 6. Master
Updated 3w ago

It's up to you. If you need a review, sure. But they will start introducing products. So you just need to learn to say no and evaluate them properly. Sales talk more than normal chat imho

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Balvinder Kaur
Question Poster

24 Dec 2018

Thank you! I will see if my provider would do it up on the portal and if it doesn't, then I can approach the new RM for more info. So the NG bonus would differ from yr to yr right, depending on whether they hit the projection of 3.25 or 4.75%?
Loh Tat Tian
Loh Tat Tian

24 Dec 2018

Yes correct. If you need any other help feel free to check.